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
1501
$943 ﹤0.01%
33
1502
$941 ﹤0.01%
27
1503
$941 ﹤0.01%
101
1504
$935 ﹤0.01%
21
1505
$925 ﹤0.01%
80
1506
$922 ﹤0.01%
18
1507
$920 ﹤0.01%
50
1508
$918 ﹤0.01%
56
1509
$915 ﹤0.01%
54
1510
$914 ﹤0.01%
10
1511
$908 ﹤0.01%
34
1512
$906 ﹤0.01%
11
1513
$898 ﹤0.01%
37
1514
$896 ﹤0.01%
96
1515
$891 ﹤0.01%
22
1516
$891 ﹤0.01%
20
1517
$887 ﹤0.01%
75
1518
$885 ﹤0.01%
20
1519
$881 ﹤0.01%
31
1520
$876 ﹤0.01%
21
1521
$875 ﹤0.01%
11
1522
$874 ﹤0.01%
20
1523
$872 ﹤0.01%
1
1524
$872 ﹤0.01%
63
1525
$865 ﹤0.01%
46
59 60
61
62 63