FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.19B
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,834
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$4.35M
3
+$3.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.01M

Top Sells

1
+$2.89M
2
+$2.65M
3
+$2.49M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.36M
5
NVDA icon
NVIDIA
NVDA
+$968K

Sector Composition

1 Technology 17.51%
2 Financials 14.06%
3 Healthcare 8.3%
4 Industrials 8.2%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$36.9K ﹤0.01%
281
477
$36.6K ﹤0.01%
61
478
$36.4K ﹤0.01%
276
479
$36.4K ﹤0.01%
350
480
$36.4K ﹤0.01%
175
481
$36.3K ﹤0.01%
128
+6
482
$34.5K ﹤0.01%
486
483
$34.4K ﹤0.01%
289
484
$34.4K ﹤0.01%
+1,733
485
$34.1K ﹤0.01%
106
486
$34.1K ﹤0.01%
345
487
$34.1K ﹤0.01%
300
-200
488
$34.1K ﹤0.01%
247
-3
489
$33.9K ﹤0.01%
1,355
-1,046
490
$33.8K ﹤0.01%
17
491
$32.7K ﹤0.01%
189
492
$32.7K ﹤0.01%
+200
493
$32.2K ﹤0.01%
781
494
$32.2K ﹤0.01%
100
495
$32K ﹤0.01%
396
-12
496
$31.9K ﹤0.01%
400
497
$31.7K ﹤0.01%
239
-2
498
$31.2K ﹤0.01%
2,204
499
$31K ﹤0.01%
500
-200
500
$30.8K ﹤0.01%
1,217
18 19
20
21 22