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
1326
$1.47K ﹤0.01%
+55
1327
$1.47K ﹤0.01%
31
-3
1328
$1.46K ﹤0.01%
33
1329
$1.46K ﹤0.01%
145
1330
$1.45K ﹤0.01%
16
1331
$1.45K ﹤0.01%
45
1332
$1.45K ﹤0.01%
41
1333
$1.45K ﹤0.01%
40
1334
$1.45K ﹤0.01%
75
1335
$1.44K ﹤0.01%
30
1336
$1.44K ﹤0.01%
33
1337
$1.43K ﹤0.01%
95
1338
$1.43K ﹤0.01%
20
1339
$1.43K ﹤0.01%
47
1340
$1.43K ﹤0.01%
20
1341
$1.42K ﹤0.01%
21
1342
$1.42K ﹤0.01%
10
-1
1343
$1.41K ﹤0.01%
10
1344
$1.41K ﹤0.01%
100
1345
$1.4K ﹤0.01%
15
1346
$1.4K ﹤0.01%
29
1347
$1.39K ﹤0.01%
13
1348
$1.39K ﹤0.01%
17
1349
$1.39K ﹤0.01%
22
-2
1350
$1.39K ﹤0.01%
42
52 53
54
55 56