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
876
$3.74K ﹤0.01%
19
877
$3.74K ﹤0.01%
72
878
$3.74K ﹤0.01%
12
-1
879
$3.72K ﹤0.01%
124
880
$3.71K ﹤0.01%
60
881
$3.7K ﹤0.01%
27
882
$3.69K ﹤0.01%
40
-4
883
$3.68K ﹤0.01%
19
884
$3.65K ﹤0.01%
30
885
$3.65K ﹤0.01%
38
886
$3.64K ﹤0.01%
9
887
$3.63K ﹤0.01%
100
888
$3.63K ﹤0.01%
44
889
$3.62K ﹤0.01%
100
-5
890
$3.61K ﹤0.01%
75
891
$3.6K ﹤0.01%
100
892
$3.59K ﹤0.01%
15
893
$3.59K ﹤0.01%
69
894
$3.59K ﹤0.01%
18
895
$3.59K ﹤0.01%
22
896
$3.56K ﹤0.01%
53
-2
897
$3.56K ﹤0.01%
27
898
$3.55K ﹤0.01%
31
899
$3.54K ﹤0.01%
65
900
$3.53K ﹤0.01%
+10
34 35
36
37 38