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
826
$4.6K ﹤0.01%
20
827
$4.6K ﹤0.01%
70
828
$4.51K ﹤0.01%
31
829
$4.5K ﹤0.01%
135
830
$4.48K ﹤0.01%
189
831
$4.46K ﹤0.01%
42
832
$4.44K ﹤0.01%
48
833
$4.43K ﹤0.01%
16
834
$4.38K ﹤0.01%
110
835
$4.33K ﹤0.01%
215
-10
836
$4.32K ﹤0.01%
45
837
$4.32K ﹤0.01%
247
838
$4.31K ﹤0.01%
123
839
$4.29K ﹤0.01%
36
840
$4.26K ﹤0.01%
85
841
$4.24K ﹤0.01%
20
842
$4.22K ﹤0.01%
50
843
$4.19K ﹤0.01%
27
844
$4.19K ﹤0.01%
9
845
$4.18K ﹤0.01%
42
-36
846
$4.16K ﹤0.01%
25
847
$4.16K ﹤0.01%
43
848
$4.12K ﹤0.01%
22
-1
849
$4.07K ﹤0.01%
95
850
$4.06K ﹤0.01%
107
32 33
34
35 36