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
1576
$702 ﹤0.01%
50
1577
$701 ﹤0.01%
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1578
$700 ﹤0.01%
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1579
$692 ﹤0.01%
40
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1580
$690 ﹤0.01%
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$689 ﹤0.01%
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$687 ﹤0.01%
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-2
1583
$681 ﹤0.01%
+38
1584
$680 ﹤0.01%
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1585
$678 ﹤0.01%
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$671 ﹤0.01%
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$671 ﹤0.01%
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$670 ﹤0.01%
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$668 ﹤0.01%
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$667 ﹤0.01%
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1591
$666 ﹤0.01%
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1592
$666 ﹤0.01%
70
1593
$665 ﹤0.01%
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$665 ﹤0.01%
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$659 ﹤0.01%
29
1596
$658 ﹤0.01%
29
1597
$656 ﹤0.01%
40
1598
$645 ﹤0.01%
8
1599
$645 ﹤0.01%
21
1600
$644 ﹤0.01%
20
62 63
64
65 66