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
501
$30.7K ﹤0.01%
281
502
$30.6K ﹤0.01%
1,112
-11
503
$30.5K ﹤0.01%
132
504
$30.4K ﹤0.01%
97
505
$30.3K ﹤0.01%
1,350
506
$29.6K ﹤0.01%
1,500
507
$29.4K ﹤0.01%
210
508
$29.3K ﹤0.01%
1,076
509
$29.2K ﹤0.01%
723
510
$29.1K ﹤0.01%
92
511
$29.1K ﹤0.01%
76
-1
512
$28.6K ﹤0.01%
316
-3
513
$28.5K ﹤0.01%
217
514
$28.4K ﹤0.01%
942
515
$28.3K ﹤0.01%
690
-5
516
$28.3K ﹤0.01%
595
517
$28.2K ﹤0.01%
359
518
$28.2K ﹤0.01%
558
519
$27.9K ﹤0.01%
330
-230
520
$27.8K ﹤0.01%
101
521
$27.7K ﹤0.01%
75
522
$27.7K ﹤0.01%
1,700
-13,015
523
$27.4K ﹤0.01%
+1,833
524
$26.9K ﹤0.01%
444
525
$26.7K ﹤0.01%
73
19 20
21
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