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
851
$4.05K ﹤0.01%
100
852
$4.04K ﹤0.01%
80
853
$4.01K ﹤0.01%
8
854
$3.97K ﹤0.01%
48
855
$3.95K ﹤0.01%
81
856
$3.93K ﹤0.01%
11
857
$3.93K ﹤0.01%
34
858
$3.92K ﹤0.01%
105
-3
859
$3.92K ﹤0.01%
52
860
$3.9K ﹤0.01%
35
861
$3.89K ﹤0.01%
12
862
$3.88K ﹤0.01%
191
863
$3.87K ﹤0.01%
70
864
$3.85K ﹤0.01%
68
865
$3.85K ﹤0.01%
50
866
$3.82K ﹤0.01%
101
867
$3.82K ﹤0.01%
27
868
$3.8K ﹤0.01%
16
869
$3.8K ﹤0.01%
14
870
$3.8K ﹤0.01%
13
871
$3.79K ﹤0.01%
9
872
$3.79K ﹤0.01%
38
873
$3.78K ﹤0.01%
105
874
$3.75K ﹤0.01%
205
875
$3.74K ﹤0.01%
100
33 34
35
36 37