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
1026
$2.69K ﹤0.01%
9
1027
$2.69K ﹤0.01%
75
1028
$2.68K ﹤0.01%
14
1029
$2.67K ﹤0.01%
50
1030
$2.67K ﹤0.01%
21
1031
$2.65K ﹤0.01%
448
1032
$2.63K ﹤0.01%
18
1033
$2.63K ﹤0.01%
30
1034
$2.63K ﹤0.01%
24
-1
1035
$2.63K ﹤0.01%
42
-4
1036
$2.62K ﹤0.01%
42
1037
$2.62K ﹤0.01%
95
1038
$2.62K ﹤0.01%
81
1039
$2.6K ﹤0.01%
35
-176
1040
$2.6K ﹤0.01%
20
1041
$2.59K ﹤0.01%
29
1042
$2.59K ﹤0.01%
20
1043
$2.59K ﹤0.01%
130
1044
$2.59K ﹤0.01%
14
1045
$2.59K ﹤0.01%
90
1046
$2.58K ﹤0.01%
37
1047
$2.58K ﹤0.01%
33
1048
$2.56K ﹤0.01%
38
1049
$2.56K ﹤0.01%
75
1050
$2.56K ﹤0.01%
47
40 41
42
43 44