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
1426
$1.16K ﹤0.01%
24
-2
1427
$1.16K ﹤0.01%
45
1428
$1.16K ﹤0.01%
110
1429
$1.15K ﹤0.01%
90
1430
$1.13K ﹤0.01%
18
1431
$1.13K ﹤0.01%
76
1432
$1.12K ﹤0.01%
11
1433
$1.11K ﹤0.01%
+19
1434
$1.11K ﹤0.01%
24
1435
$1.11K ﹤0.01%
+56
1436
$1.11K ﹤0.01%
21
1437
$1.11K ﹤0.01%
32
1438
$1.1K ﹤0.01%
5
1439
$1.09K ﹤0.01%
+10
1440
$1.09K ﹤0.01%
24
1441
$1.09K ﹤0.01%
55
1442
$1.08K ﹤0.01%
50
1443
$1.07K ﹤0.01%
30
1444
$1.06K ﹤0.01%
39
1445
$1.06K ﹤0.01%
46
1446
$1.05K ﹤0.01%
31
1447
$1.05K ﹤0.01%
22
1448
$1.05K ﹤0.01%
40
1449
$1.05K ﹤0.01%
18
1450
$1.05K ﹤0.01%
43
56 57
58
59 60