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
776
$5.88K ﹤0.01%
55
777
$5.87K ﹤0.01%
86
778
$5.85K ﹤0.01%
+65
779
$5.81K ﹤0.01%
80
780
$5.77K ﹤0.01%
34
781
$5.77K ﹤0.01%
27
782
$5.74K ﹤0.01%
137
783
$5.73K ﹤0.01%
68
784
$5.66K ﹤0.01%
86
785
$5.65K ﹤0.01%
25
786
$5.61K ﹤0.01%
55
787
$5.6K ﹤0.01%
41
788
$5.5K ﹤0.01%
85
789
$5.5K ﹤0.01%
500
790
$5.49K ﹤0.01%
24
791
$5.49K ﹤0.01%
70
792
$5.49K ﹤0.01%
49
793
$5.43K ﹤0.01%
100
+10
794
$5.43K ﹤0.01%
1,058
795
$5.4K ﹤0.01%
80
796
$5.36K ﹤0.01%
56
797
$5.34K ﹤0.01%
140
-42
798
$5.33K ﹤0.01%
63
799
$5.32K ﹤0.01%
15
-1
800
$5.26K ﹤0.01%
62
30 31
32
33 34