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
951
$3.06K ﹤0.01%
75
-5
952
$3.06K ﹤0.01%
23
-14
953
$3.05K ﹤0.01%
49
954
$3.05K ﹤0.01%
19
955
$3.04K ﹤0.01%
20
-1
956
$3.04K ﹤0.01%
20
957
$3.02K ﹤0.01%
35
-3
958
$3.02K ﹤0.01%
21
959
$3.02K ﹤0.01%
20
960
$3.01K ﹤0.01%
57
961
$3.01K ﹤0.01%
55
962
$3.01K ﹤0.01%
26
963
$3K ﹤0.01%
100
964
$3K ﹤0.01%
12
965
$2.98K ﹤0.01%
30
966
$2.98K ﹤0.01%
22
967
$2.98K ﹤0.01%
18
968
$2.97K ﹤0.01%
30
969
$2.96K ﹤0.01%
69
970
$2.95K ﹤0.01%
85
-10
971
$2.94K ﹤0.01%
70
972
$2.93K ﹤0.01%
25
+6
973
$2.92K ﹤0.01%
+35
974
$2.92K ﹤0.01%
43
975
$2.91K ﹤0.01%
45
-7
37 38
39
40 41