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
1301
$1.54K ﹤0.01%
21
1302
$1.54K ﹤0.01%
130
1303
$1.53K ﹤0.01%
25
1304
$1.52K ﹤0.01%
37
1305
$1.52K ﹤0.01%
25
1306
$1.51K ﹤0.01%
49
1307
$1.51K ﹤0.01%
65
1308
$1.51K ﹤0.01%
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1309
$1.5K ﹤0.01%
115
1310
$1.5K ﹤0.01%
7
1311
$1.5K ﹤0.01%
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1312
$1.5K ﹤0.01%
8
1313
$1.49K ﹤0.01%
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1314
$1.49K ﹤0.01%
22
1315
$1.49K ﹤0.01%
23
1316
$1.49K ﹤0.01%
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$1.49K ﹤0.01%
+64
1318
$1.48K ﹤0.01%
15
1319
$1.48K ﹤0.01%
62
1320
$1.48K ﹤0.01%
24
1321
$1.48K ﹤0.01%
51
1322
$1.48K ﹤0.01%
85
-10
1323
$1.47K ﹤0.01%
+30
1324
$1.47K ﹤0.01%
35
1325
$1.47K ﹤0.01%
41
51 52
53
54 55