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
1226
$1.76K ﹤0.01%
17
1227
$1.76K ﹤0.01%
68
1228
$1.75K ﹤0.01%
23
1229
$1.75K ﹤0.01%
65
1230
$1.75K ﹤0.01%
215
1231
$1.74K ﹤0.01%
65
1232
$1.74K ﹤0.01%
38
1233
$1.74K ﹤0.01%
185
1234
$1.74K ﹤0.01%
43
-4
1235
$1.74K ﹤0.01%
14
1236
$1.74K ﹤0.01%
64
1237
$1.74K ﹤0.01%
26
1238
$1.73K ﹤0.01%
74
1239
$1.73K ﹤0.01%
90
1240
$1.73K ﹤0.01%
26
1241
$1.72K ﹤0.01%
80
-10
1242
$1.72K ﹤0.01%
22
1243
$1.72K ﹤0.01%
14
1244
$1.72K ﹤0.01%
170
1245
$1.72K ﹤0.01%
15
1246
$1.71K ﹤0.01%
10
1247
$1.71K ﹤0.01%
13
1248
$1.71K ﹤0.01%
10
1249
$1.71K ﹤0.01%
11
+1
1250
$1.71K ﹤0.01%
54
48 49
50
51 52