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
1526
$865 ﹤0.01%
237
1527
$860 ﹤0.01%
8
1528
$859 ﹤0.01%
44
1529
$853 ﹤0.01%
125
1530
$853 ﹤0.01%
56
1531
$852 ﹤0.01%
80
1532
$851 ﹤0.01%
27
1533
$843 ﹤0.01%
12
1534
$840 ﹤0.01%
97
1535
$839 ﹤0.01%
45
-33
1536
$832 ﹤0.01%
48
1537
$825 ﹤0.01%
500
1538
$824 ﹤0.01%
13
1539
$823 ﹤0.01%
60
1540
$821 ﹤0.01%
44
1541
$817 ﹤0.01%
18
1542
$815 ﹤0.01%
20
-559
1543
$813 ﹤0.01%
15
1544
$812 ﹤0.01%
17
1545
$807 ﹤0.01%
17
1546
$795 ﹤0.01%
28
1547
$788 ﹤0.01%
10
1548
$787 ﹤0.01%
60
1549
$784 ﹤0.01%
75
1550
$783 ﹤0.01%
36
60 61
62
63 64