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
1176
$1.98K ﹤0.01%
54
1177
$1.97K ﹤0.01%
8
1178
$1.97K ﹤0.01%
51
1179
$1.97K ﹤0.01%
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1180
$1.96K ﹤0.01%
14
1181
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30
-3
1182
$1.95K ﹤0.01%
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1183
$1.95K ﹤0.01%
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1184
$1.94K ﹤0.01%
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1185
$1.94K ﹤0.01%
45
1186
$1.93K ﹤0.01%
55
1187
$1.93K ﹤0.01%
30
1188
$1.93K ﹤0.01%
233
1189
$1.92K ﹤0.01%
27
1190
$1.92K ﹤0.01%
35
1191
$1.92K ﹤0.01%
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1192
$1.92K ﹤0.01%
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1193
$1.91K ﹤0.01%
31
1194
$1.91K ﹤0.01%
80
1195
$1.9K ﹤0.01%
36
1196
$1.88K ﹤0.01%
20
1197
$1.88K ﹤0.01%
72
1198
$1.88K ﹤0.01%
23
1199
$1.87K ﹤0.01%
42
1200
$1.87K ﹤0.01%
21
46 47
48
49 50