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
626
$14.5K ﹤0.01%
591
627
$14.3K ﹤0.01%
450
628
$14.2K ﹤0.01%
34
629
$14.2K ﹤0.01%
99
630
$14.2K ﹤0.01%
325
631
$14.2K ﹤0.01%
505
632
$13.9K ﹤0.01%
272
633
$13.9K ﹤0.01%
110
634
$13.8K ﹤0.01%
172
635
$13.7K ﹤0.01%
206
636
$13.6K ﹤0.01%
252
637
$13.5K ﹤0.01%
29
638
$13.4K ﹤0.01%
400
639
$13.4K ﹤0.01%
32
640
$13.4K ﹤0.01%
73
641
$13.4K ﹤0.01%
445
642
$13.4K ﹤0.01%
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$13.4K ﹤0.01%
65
644
$13.3K ﹤0.01%
59
645
$13.2K ﹤0.01%
257
646
$13.2K ﹤0.01%
75
647
$13.2K ﹤0.01%
163
648
$13.2K ﹤0.01%
131
649
$13.2K ﹤0.01%
176
650
$13.1K ﹤0.01%
411