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
1076
$2.42K ﹤0.01%
100
1077
$2.42K ﹤0.01%
62
1078
$2.41K ﹤0.01%
23
1079
$2.41K ﹤0.01%
14
1080
$2.41K ﹤0.01%
165
1081
$2.41K ﹤0.01%
+80
1082
$2.41K ﹤0.01%
14
1083
$2.4K ﹤0.01%
+140
1084
$2.4K ﹤0.01%
85
1085
$2.39K ﹤0.01%
100
1086
$2.38K ﹤0.01%
48
1087
$2.38K ﹤0.01%
56
1088
$2.38K ﹤0.01%
45
1089
$2.38K ﹤0.01%
28
1090
$2.37K ﹤0.01%
103
1091
$2.37K ﹤0.01%
65
1092
$2.37K ﹤0.01%
125
1093
$2.36K ﹤0.01%
32
1094
$2.36K ﹤0.01%
6
1095
$2.36K ﹤0.01%
10
1096
$2.35K ﹤0.01%
28
1097
$2.35K ﹤0.01%
84
1098
$2.35K ﹤0.01%
15
1099
$2.35K ﹤0.01%
140
+15
1100
$2.34K ﹤0.01%
38
42 43
44
45 46