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
1151
$2.1K ﹤0.01%
18
1152
$2.1K ﹤0.01%
57
1153
$2.08K ﹤0.01%
38
1154
$2.08K ﹤0.01%
22
1155
$2.08K ﹤0.01%
29
1156
$2.07K ﹤0.01%
28
1157
$2.06K ﹤0.01%
57
1158
$2.05K ﹤0.01%
139
1159
$2.05K ﹤0.01%
13
1160
$2.05K ﹤0.01%
13
1161
$2.04K ﹤0.01%
110
-10
1162
$2.03K ﹤0.01%
95
1163
$2.03K ﹤0.01%
+14
1164
$2.03K ﹤0.01%
18
1165
$2.01K ﹤0.01%
21
1166
$2.01K ﹤0.01%
55
1167
$2.01K ﹤0.01%
21
1168
$2.01K ﹤0.01%
22
1169
$2K ﹤0.01%
41
1170
$2K ﹤0.01%
120
1171
$2K ﹤0.01%
57
1172
$2K ﹤0.01%
28
1173
$1.99K ﹤0.01%
109
-3
1174
$1.99K ﹤0.01%
38
1175
$1.98K ﹤0.01%
18
45 46
47
48 49