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
651
$13.1K ﹤0.01%
175
+30
652
$13.1K ﹤0.01%
91
653
$12.9K ﹤0.01%
400
654
$12.9K ﹤0.01%
152
655
$12.7K ﹤0.01%
166
656
$12.7K ﹤0.01%
50
657
$12.6K ﹤0.01%
170
658
$12.6K ﹤0.01%
44
659
$12.5K ﹤0.01%
48
660
$12.4K ﹤0.01%
539
661
$12.3K ﹤0.01%
664
662
$12.2K ﹤0.01%
200
663
$12.2K ﹤0.01%
265
-66
664
$12.1K ﹤0.01%
167
665
$12.1K ﹤0.01%
168
666
$12.1K ﹤0.01%
78
667
$12K ﹤0.01%
93
668
$12K ﹤0.01%
113
-185
669
$11.9K ﹤0.01%
204
670
$11.9K ﹤0.01%
150
671
$11.8K ﹤0.01%
201
672
$11.7K ﹤0.01%
115
673
$11.7K ﹤0.01%
154
674
$11.6K ﹤0.01%
178
675
$11.6K ﹤0.01%
210
25 26
27
28 29