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
526
$26.7K ﹤0.01%
100
527
$26.6K ﹤0.01%
55
528
$26.5K ﹤0.01%
197
529
$26.4K ﹤0.01%
951
530
$26K ﹤0.01%
+724
531
$25.9K ﹤0.01%
1,850
532
$25.6K ﹤0.01%
981
-1,023
533
$25.4K ﹤0.01%
144
-5
534
$25.3K ﹤0.01%
1,255
535
$25.3K ﹤0.01%
+400
536
$25.2K ﹤0.01%
244
537
$25K ﹤0.01%
435
538
$25K ﹤0.01%
42
-1
539
$24.9K ﹤0.01%
89
-7
540
$24.8K ﹤0.01%
131
541
$24.8K ﹤0.01%
60
542
$24.6K ﹤0.01%
225
543
$24.6K ﹤0.01%
125
544
$24.5K ﹤0.01%
3
545
$24.5K ﹤0.01%
486
546
$24.4K ﹤0.01%
405
547
$24.2K ﹤0.01%
650
548
$23.5K ﹤0.01%
100
549
$23.4K ﹤0.01%
348
550
$23.2K ﹤0.01%
105
20 21
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