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
601
$16.6K ﹤0.01%
15
+8
602
$16.6K ﹤0.01%
89
603
$16.6K ﹤0.01%
28
604
$16.5K ﹤0.01%
183
605
$16.5K ﹤0.01%
+400
606
$16.4K ﹤0.01%
83
607
$16.4K ﹤0.01%
228
608
$16.3K ﹤0.01%
64
609
$16.3K ﹤0.01%
96
610
$16.2K ﹤0.01%
210
611
$16.1K ﹤0.01%
28
612
$16K ﹤0.01%
427
-350
613
$15.9K ﹤0.01%
270
614
$15.8K ﹤0.01%
1,219
-546
615
$15.8K ﹤0.01%
170
616
$15.8K ﹤0.01%
127
617
$15.7K ﹤0.01%
690
+30
618
$15.7K ﹤0.01%
36
619
$15.5K ﹤0.01%
+999
620
$15.2K ﹤0.01%
140
621
$15.2K ﹤0.01%
170
622
$15K ﹤0.01%
600
623
$14.9K ﹤0.01%
177
624
$14.7K ﹤0.01%
117
-3
625
$14.6K ﹤0.01%
367
23 24
25
26 27