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
1351
$1.39K ﹤0.01%
29
1352
$1.39K ﹤0.01%
8
1353
$1.39K ﹤0.01%
15
1354
$1.38K ﹤0.01%
+21
1355
$1.38K ﹤0.01%
11
1356
$1.38K ﹤0.01%
130
1357
$1.38K ﹤0.01%
89
1358
$1.37K ﹤0.01%
60
1359
$1.36K ﹤0.01%
15
1360
$1.35K ﹤0.01%
32
1361
$1.35K ﹤0.01%
+35
1362
$1.35K ﹤0.01%
20
1363
$1.35K ﹤0.01%
70
1364
$1.35K ﹤0.01%
35
1365
$1.34K ﹤0.01%
22
1366
$1.34K ﹤0.01%
43
1367
$1.34K ﹤0.01%
25
1368
$1.33K ﹤0.01%
20
1369
$1.33K ﹤0.01%
91
-100
1370
$1.33K ﹤0.01%
18
1371
$1.33K ﹤0.01%
6
1372
$1.33K ﹤0.01%
35
1373
$1.32K ﹤0.01%
55
1374
$1.32K ﹤0.01%
70
-60
1375
$1.31K ﹤0.01%
75
-315
53 54
55
56 57