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
551
$22.7K ﹤0.01%
4,519
-1,363
552
$22.6K ﹤0.01%
88
553
$22.5K ﹤0.01%
389
554
$22.5K ﹤0.01%
297
+127
555
$22.5K ﹤0.01%
263
556
$22.2K ﹤0.01%
43
557
$21.5K ﹤0.01%
205
558
$21.5K ﹤0.01%
284
559
$21.5K ﹤0.01%
110
560
$21.3K ﹤0.01%
93
561
$21.1K ﹤0.01%
188
-4
562
$20.9K ﹤0.01%
82
563
$20.7K ﹤0.01%
94
564
$20.2K ﹤0.01%
416
565
$20K ﹤0.01%
685
566
$19.7K ﹤0.01%
253
567
$19.5K ﹤0.01%
106
-1
568
$19.4K ﹤0.01%
655
569
$19.3K ﹤0.01%
270
570
$19.3K ﹤0.01%
59
571
$19.2K ﹤0.01%
305
572
$18.9K ﹤0.01%
195
573
$18.9K ﹤0.01%
56
574
$18.8K ﹤0.01%
121
575
$18.8K ﹤0.01%
585
-1
21 22
23
24 25