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
926
$3.27K ﹤0.01%
123
927
$3.27K ﹤0.01%
24
928
$3.26K ﹤0.01%
30
929
$3.24K ﹤0.01%
17
-1
930
$3.24K ﹤0.01%
24
931
$3.23K ﹤0.01%
57
932
$3.23K ﹤0.01%
63
933
$3.21K ﹤0.01%
27
934
$3.21K ﹤0.01%
13
-1
935
$3.18K ﹤0.01%
6
936
$3.17K ﹤0.01%
82
937
$3.16K ﹤0.01%
13
938
$3.16K ﹤0.01%
18
939
$3.15K ﹤0.01%
35
-3
940
$3.13K ﹤0.01%
65
941
$3.13K ﹤0.01%
54
942
$3.13K ﹤0.01%
92
943
$3.12K ﹤0.01%
115
944
$3.12K ﹤0.01%
25
945
$3.11K ﹤0.01%
54
946
$3.1K ﹤0.01%
80
947
$3.1K ﹤0.01%
46
-3
948
$3.08K ﹤0.01%
25
-2
949
$3.08K ﹤0.01%
140
950
$3.07K ﹤0.01%
61
-4
36 37
38
39 40