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
1376
$1.3K ﹤0.01%
7
1377
$1.3K ﹤0.01%
22
1378
$1.29K ﹤0.01%
65
1379
$1.29K ﹤0.01%
30
1380
$1.29K ﹤0.01%
11
1381
$1.29K ﹤0.01%
50
1382
$1.28K ﹤0.01%
18
1383
$1.28K ﹤0.01%
31
1384
$1.28K ﹤0.01%
20
1385
$1.28K ﹤0.01%
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1386
$1.27K ﹤0.01%
70
1387
$1.27K ﹤0.01%
29
1388
$1.27K ﹤0.01%
9
-1
1389
$1.26K ﹤0.01%
19
1390
$1.26K ﹤0.01%
35
1391
$1.26K ﹤0.01%
14
-1
1392
$1.26K ﹤0.01%
32
1393
$1.25K ﹤0.01%
14
1394
$1.25K ﹤0.01%
115
1395
$1.25K ﹤0.01%
+20
1396
$1.24K ﹤0.01%
47
1397
$1.24K ﹤0.01%
18
1398
$1.24K ﹤0.01%
24
1399
$1.24K ﹤0.01%
73
1400
$1.23K ﹤0.01%
40
54 55
56
57 58