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
1451
$1.04K ﹤0.01%
150
1452
$1.04K ﹤0.01%
32
1453
$1.04K ﹤0.01%
28
1454
$1.04K ﹤0.01%
68
1455
$1.04K ﹤0.01%
55
1456
$1.03K ﹤0.01%
11
1457
$1.03K ﹤0.01%
16
1458
$1.03K ﹤0.01%
23
1459
$1.03K ﹤0.01%
85
1460
$1.03K ﹤0.01%
27
1461
$1.03K ﹤0.01%
26
1462
$1.03K ﹤0.01%
260
1463
$1.03K ﹤0.01%
114
1464
$1.02K ﹤0.01%
30
1465
$1.02K ﹤0.01%
35
1466
$1.02K ﹤0.01%
20
1467
$1.02K ﹤0.01%
110
-41
1468
$1.02K ﹤0.01%
20
1469
$1.01K ﹤0.01%
29
1470
$1.01K ﹤0.01%
23
1471
$1.01K ﹤0.01%
72
1472
$1K ﹤0.01%
76
1473
$999 ﹤0.01%
65
1474
$998 ﹤0.01%
25
1475
$994 ﹤0.01%
33
57 58
59
60 61