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
1051
$2.55K ﹤0.01%
60
1052
$2.54K ﹤0.01%
28
1053
$2.54K ﹤0.01%
150
-15
1054
$2.54K ﹤0.01%
24
1055
$2.54K ﹤0.01%
75
1056
$2.54K ﹤0.01%
50
1057
$2.53K ﹤0.01%
26
1058
$2.53K ﹤0.01%
80
1059
$2.53K ﹤0.01%
19
1060
$2.52K ﹤0.01%
20
1061
$2.51K ﹤0.01%
16
1062
$2.51K ﹤0.01%
50
-10
1063
$2.5K ﹤0.01%
92
1064
$2.5K ﹤0.01%
311
1065
$2.49K ﹤0.01%
100
1066
$2.49K ﹤0.01%
15
1067
$2.49K ﹤0.01%
52
1068
$2.48K ﹤0.01%
16
1069
$2.48K ﹤0.01%
16
1070
$2.47K ﹤0.01%
26
1071
$2.45K ﹤0.01%
8
1072
$2.44K ﹤0.01%
35
1073
$2.44K ﹤0.01%
47
1074
$2.43K ﹤0.01%
36
-2
1075
$2.42K ﹤0.01%
+100
41 42
43
44 45