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
1651
$522 ﹤0.01%
70
-19
1652
$519 ﹤0.01%
13
1653
$516 ﹤0.01%
17
1654
$512 ﹤0.01%
24
1655
$509 ﹤0.01%
16
1656
$505 ﹤0.01%
16
1657
$504 ﹤0.01%
15
1658
$504 ﹤0.01%
28
-20
1659
$499 ﹤0.01%
32
1660
$496 ﹤0.01%
85
1661
$496 ﹤0.01%
15
1662
$489 ﹤0.01%
32
-132
1663
$486 ﹤0.01%
71
1664
$485 ﹤0.01%
7
1665
$482 ﹤0.01%
25
1666
$473 ﹤0.01%
39
1667
$472 ﹤0.01%
20
1668
$471 ﹤0.01%
93
1669
$465 ﹤0.01%
16
1670
$463 ﹤0.01%
26
1671
$460 ﹤0.01%
45
1672
$453 ﹤0.01%
14
1673
$447 ﹤0.01%
42
1674
$447 ﹤0.01%
101
1675
$447 ﹤0.01%
53
65 66
67
68 69