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
576
$18.7K ﹤0.01%
1,333
577
$18.6K ﹤0.01%
116
-4
578
$18.5K ﹤0.01%
50
579
$18.5K ﹤0.01%
1,137
580
$18.4K ﹤0.01%
15
581
$18.3K ﹤0.01%
112
582
$18.3K ﹤0.01%
81
583
$18.3K ﹤0.01%
600
+300
584
$18.3K ﹤0.01%
54
585
$18.2K ﹤0.01%
175
586
$18.2K ﹤0.01%
320
587
$18.2K ﹤0.01%
748
588
$17.9K ﹤0.01%
980
589
$17.7K ﹤0.01%
503
590
$17.4K ﹤0.01%
504
+399
591
$17.4K ﹤0.01%
340
592
$17.4K ﹤0.01%
535
593
$17.2K ﹤0.01%
148
594
$17.1K ﹤0.01%
84
595
$17.1K ﹤0.01%
810
596
$17K ﹤0.01%
737
597
$17K ﹤0.01%
261
-296
598
$16.9K ﹤0.01%
140
599
$16.8K ﹤0.01%
+721
600
$16.7K ﹤0.01%
96
22 23
24
25 26