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
1601
$637 ﹤0.01%
26
1602
$634 ﹤0.01%
75
1603
$632 ﹤0.01%
12
1604
$627 ﹤0.01%
22
1605
$625 ﹤0.01%
67
1606
$623 ﹤0.01%
24
1607
$614 ﹤0.01%
32
1608
$607 ﹤0.01%
25
1609
$604 ﹤0.01%
58
1610
$603 ﹤0.01%
32
1611
$601 ﹤0.01%
33
1612
$599 ﹤0.01%
23
1613
$598 ﹤0.01%
10
1614
$592 ﹤0.01%
16
1615
$591 ﹤0.01%
81
-573
1616
$585 ﹤0.01%
28
1617
$583 ﹤0.01%
5
1618
$583 ﹤0.01%
60
1619
$583 ﹤0.01%
17
1620
$582 ﹤0.01%
34
1621
$581 ﹤0.01%
18
1622
$581 ﹤0.01%
21
1623
$578 ﹤0.01%
54
1624
$577 ﹤0.01%
50
1625
$576 ﹤0.01%
50
63 64
65
66 67