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
1201
$1.87K ﹤0.01%
61
-6
1202
$1.87K ﹤0.01%
40
1203
$1.86K ﹤0.01%
61
1204
$1.86K ﹤0.01%
110
1205
$1.86K ﹤0.01%
18
1206
$1.86K ﹤0.01%
29
1207
$1.84K ﹤0.01%
120
1208
$1.84K ﹤0.01%
11
1209
$1.84K ﹤0.01%
28
-3
1210
$1.84K ﹤0.01%
68
1211
$1.83K ﹤0.01%
105
1212
$1.83K ﹤0.01%
22
-1
1213
$1.81K ﹤0.01%
40
1214
$1.8K ﹤0.01%
83
1215
$1.8K ﹤0.01%
50
-5
1216
$1.8K ﹤0.01%
50
1217
$1.79K ﹤0.01%
17
1218
$1.79K ﹤0.01%
24
1219
$1.79K ﹤0.01%
41
1220
$1.78K ﹤0.01%
25
-2
1221
$1.77K ﹤0.01%
38
-4
1222
$1.77K ﹤0.01%
36
1223
$1.77K ﹤0.01%
225
1224
$1.77K ﹤0.01%
102
1225
$1.76K ﹤0.01%
100
-9,500
47 48
49
50 51