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
701
$9.79K ﹤0.01%
27
702
$9.63K ﹤0.01%
52
703
$9.29K ﹤0.01%
530
704
$9.22K ﹤0.01%
104
705
$9.21K ﹤0.01%
27
706
$9.19K ﹤0.01%
250
707
$8.99K ﹤0.01%
87
708
$8.91K ﹤0.01%
109
709
$8.83K ﹤0.01%
47
710
$8.78K ﹤0.01%
163
-3,357
711
$8.73K ﹤0.01%
210
712
$8.72K ﹤0.01%
100
713
$8.7K ﹤0.01%
75
714
$8.65K ﹤0.01%
37
715
$8.62K ﹤0.01%
19
716
$8.59K ﹤0.01%
49
717
$8.53K ﹤0.01%
205
718
$8.48K ﹤0.01%
76
719
$8.47K ﹤0.01%
94
720
$8.4K ﹤0.01%
108
721
$8.31K ﹤0.01%
265
722
$8.29K ﹤0.01%
191
723
$8.24K ﹤0.01%
20
+10
724
$8.23K ﹤0.01%
63
725
$8.21K ﹤0.01%
111
27 28
29
30 31