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
1276
$1.61K ﹤0.01%
23
1277
$1.6K ﹤0.01%
39
1278
$1.6K ﹤0.01%
8
1279
$1.6K ﹤0.01%
20
1280
$1.59K ﹤0.01%
23
1281
$1.59K ﹤0.01%
95
1282
$1.59K ﹤0.01%
75
1283
$1.58K ﹤0.01%
3
1284
$1.58K ﹤0.01%
51
1285
$1.58K ﹤0.01%
12
1286
$1.57K ﹤0.01%
33
1287
$1.57K ﹤0.01%
57
-5
1288
$1.57K ﹤0.01%
87
-70
1289
$1.57K ﹤0.01%
95
1290
$1.56K ﹤0.01%
75
1291
$1.56K ﹤0.01%
37
1292
$1.56K ﹤0.01%
20
1293
$1.56K ﹤0.01%
20
1294
$1.55K ﹤0.01%
85
1295
$1.55K ﹤0.01%
59
1296
$1.55K ﹤0.01%
21
1297
$1.55K ﹤0.01%
10
1298
$1.55K ﹤0.01%
50
1299
$1.55K ﹤0.01%
78
1300
$1.55K ﹤0.01%
39
50 51
52
53 54