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
1626
$575 ﹤0.01%
42
1627
$573 ﹤0.01%
36
1628
$569 ﹤0.01%
49
1629
$569 ﹤0.01%
21
1630
$566 ﹤0.01%
38
1631
$562 ﹤0.01%
14
1632
$557 ﹤0.01%
35
1633
$556 ﹤0.01%
24
1634
$553 ﹤0.01%
21
1635
$549 ﹤0.01%
17
1636
$547 ﹤0.01%
25
1637
$547 ﹤0.01%
57
1638
$546 ﹤0.01%
22
1639
$545 ﹤0.01%
18
1640
$543 ﹤0.01%
8
1641
$536 ﹤0.01%
22
1642
$534 ﹤0.01%
13
1643
$533 ﹤0.01%
22
1644
$530 ﹤0.01%
20
1645
$529 ﹤0.01%
10
1646
$527 ﹤0.01%
15
1647
$527 ﹤0.01%
4
1648
$523 ﹤0.01%
18
1649
$523 ﹤0.01%
6
1650
$522 ﹤0.01%
35
64 65
66
67 68