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
751
$6.64K ﹤0.01%
18
-1
752
$6.58K ﹤0.01%
88
753
$6.56K ﹤0.01%
255
754
$6.55K ﹤0.01%
31
755
$6.54K ﹤0.01%
100
756
$6.43K ﹤0.01%
43
757
$6.4K ﹤0.01%
52
758
$6.36K ﹤0.01%
75
759
$6.35K ﹤0.01%
31
760
$6.35K ﹤0.01%
18
-1
761
$6.28K ﹤0.01%
488
762
$6.27K ﹤0.01%
105
763
$6.25K ﹤0.01%
91
764
$6.21K ﹤0.01%
311
765
$6.19K ﹤0.01%
23
766
$6.17K ﹤0.01%
50
-50
767
$6.16K ﹤0.01%
47
768
$6.16K ﹤0.01%
13
769
$6.09K ﹤0.01%
63
770
$6.07K ﹤0.01%
247
771
$6.05K ﹤0.01%
39
772
$6.02K ﹤0.01%
105
773
$5.96K ﹤0.01%
35
774
$5.95K ﹤0.01%
75
775
$5.94K ﹤0.01%
14
-1
29 30
31
32 33