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
1251
$1.7K ﹤0.01%
28
1252
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10
1253
$1.7K ﹤0.01%
68
1254
$1.69K ﹤0.01%
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$1.68K ﹤0.01%
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1260
$1.67K ﹤0.01%
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$1.67K ﹤0.01%
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$1.66K ﹤0.01%
18
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1269
$1.66K ﹤0.01%
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1270
$1.66K ﹤0.01%
35
1271
$1.65K ﹤0.01%
80
1272
$1.64K ﹤0.01%
22
1273
$1.64K ﹤0.01%
30
1274
$1.64K ﹤0.01%
11
1275
$1.63K ﹤0.01%
40