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
1551
$782 ﹤0.01%
108
1552
$779 ﹤0.01%
18
1553
$777 ﹤0.01%
9
1554
$773 ﹤0.01%
15
1555
$769 ﹤0.01%
63
1556
$768 ﹤0.01%
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1557
$768 ﹤0.01%
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1558
$767 ﹤0.01%
65
1559
$764 ﹤0.01%
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1560
$757 ﹤0.01%
22
1561
$749 ﹤0.01%
75
1562
$745 ﹤0.01%
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1563
$733 ﹤0.01%
12
1564
$732 ﹤0.01%
90
1565
$731 ﹤0.01%
55
1566
$728 ﹤0.01%
11
1567
$728 ﹤0.01%
130
1568
$727 ﹤0.01%
19
1569
$727 ﹤0.01%
10
-12
1570
$726 ﹤0.01%
24
1571
$725 ﹤0.01%
15
1572
$724 ﹤0.01%
2
1573
$719 ﹤0.01%
55
1574
$711 ﹤0.01%
41
1575
$704 ﹤0.01%
13
61 62
63
64 65