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
1401
$1.23K ﹤0.01%
45
1402
$1.22K ﹤0.01%
5
1403
$1.22K ﹤0.01%
16
1404
$1.22K ﹤0.01%
8
-1
1405
$1.22K ﹤0.01%
90
1406
$1.22K ﹤0.01%
61
1407
$1.21K ﹤0.01%
21
1408
$1.21K ﹤0.01%
36
1409
$1.2K ﹤0.01%
24
1410
$1.2K ﹤0.01%
13
1411
$1.2K ﹤0.01%
53
1412
$1.2K ﹤0.01%
45
1413
$1.19K ﹤0.01%
18
1414
$1.19K ﹤0.01%
34
1415
$1.19K ﹤0.01%
90
1416
$1.19K ﹤0.01%
10
1417
$1.18K ﹤0.01%
10
1418
$1.18K ﹤0.01%
43
1419
$1.18K ﹤0.01%
30
1420
$1.18K ﹤0.01%
53
1421
$1.18K ﹤0.01%
14
1422
$1.17K ﹤0.01%
60
1423
$1.17K ﹤0.01%
30
1424
$1.16K ﹤0.01%
15
1425
$1.16K ﹤0.01%
211
55 56
57
58 59