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
676
$11.5K ﹤0.01%
80
677
$11.4K ﹤0.01%
134
678
$11.4K ﹤0.01%
165
679
$11.3K ﹤0.01%
151
680
$11.3K ﹤0.01%
54
681
$11.3K ﹤0.01%
+100
682
$11.2K ﹤0.01%
300
683
$11.2K ﹤0.01%
158
684
$11.2K ﹤0.01%
360
685
$11.1K ﹤0.01%
78
686
$11.1K ﹤0.01%
468
687
$11K ﹤0.01%
640
688
$11K ﹤0.01%
53
689
$10.9K ﹤0.01%
190
690
$10.8K ﹤0.01%
117
691
$10.8K ﹤0.01%
394
692
$10.8K ﹤0.01%
2,028
693
$10.7K ﹤0.01%
177
694
$10.5K ﹤0.01%
108
695
$10.3K ﹤0.01%
108
696
$10.3K ﹤0.01%
67
-50
697
$10.3K ﹤0.01%
41
698
$10K ﹤0.01%
48
699
$9.96K ﹤0.01%
425
700
$9.92K ﹤0.01%
53
26 27
28
29 30