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
726
$8.16K ﹤0.01%
82
+40
727
$8.12K ﹤0.01%
+65
728
$7.78K ﹤0.01%
1,000
729
$7.7K ﹤0.01%
+500
730
$7.49K ﹤0.01%
82
731
$7.39K ﹤0.01%
32
732
$7.37K ﹤0.01%
120
733
$7.2K ﹤0.01%
355
-35
734
$7.19K ﹤0.01%
351
735
$7.16K ﹤0.01%
105
736
$7.11K ﹤0.01%
34
737
$7.06K ﹤0.01%
222
738
$7.04K ﹤0.01%
341
-71
739
$7.03K ﹤0.01%
63
740
$7.03K ﹤0.01%
26
741
$6.99K ﹤0.01%
100
742
$6.94K ﹤0.01%
145
743
$6.91K ﹤0.01%
188
744
$6.89K ﹤0.01%
204
-4
745
$6.89K ﹤0.01%
156
746
$6.84K ﹤0.01%
24
747
$6.82K ﹤0.01%
+248
748
$6.72K ﹤0.01%
540
+309
749
$6.72K ﹤0.01%
145
750
$6.69K ﹤0.01%
90
28 29
30
31 32