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
801
$5.22K ﹤0.01%
21
802
$5.21K ﹤0.01%
55
+5
803
$5.21K ﹤0.01%
41
804
$5.11K ﹤0.01%
70
-5
805
$5.1K ﹤0.01%
34
806
$5.06K ﹤0.01%
20
807
$5.06K ﹤0.01%
240
808
$5.05K ﹤0.01%
90
809
$5.03K ﹤0.01%
239
810
$5.01K ﹤0.01%
11
811
$5K ﹤0.01%
56
812
$4.99K ﹤0.01%
7
813
$4.97K ﹤0.01%
18
814
$4.92K ﹤0.01%
160
815
$4.92K ﹤0.01%
470
816
$4.87K ﹤0.01%
27
817
$4.87K ﹤0.01%
61
818
$4.82K ﹤0.01%
54
819
$4.8K ﹤0.01%
735
820
$4.78K ﹤0.01%
26
821
$4.72K ﹤0.01%
100
822
$4.66K ﹤0.01%
70
823
$4.64K ﹤0.01%
83
-300
824
$4.63K ﹤0.01%
38
825
$4.61K ﹤0.01%
145
31 32
33
34 35