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
1126
$2.24K ﹤0.01%
320
1127
$2.24K ﹤0.01%
11
1128
$2.24K ﹤0.01%
23
1129
$2.23K ﹤0.01%
5
1130
$2.23K ﹤0.01%
60
1131
$2.23K ﹤0.01%
38
1132
$2.22K ﹤0.01%
66
1133
$2.21K ﹤0.01%
85
1134
$2.2K ﹤0.01%
36
1135
$2.19K ﹤0.01%
35
1136
$2.19K ﹤0.01%
40
1137
$2.18K ﹤0.01%
9
-1
1138
$2.18K ﹤0.01%
57
1139
$2.17K ﹤0.01%
19
-2
1140
$2.16K ﹤0.01%
21
1141
$2.16K ﹤0.01%
116
1142
$2.15K ﹤0.01%
85
-10
1143
$2.13K ﹤0.01%
20
1144
$2.13K ﹤0.01%
49
1145
$2.13K ﹤0.01%
13
1146
$2.13K ﹤0.01%
235
1147
$2.13K ﹤0.01%
141
1148
$2.13K ﹤0.01%
35
1149
$2.12K ﹤0.01%
75
1150
$2.12K ﹤0.01%
20
44 45
46
47 48