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
1676
$445 ﹤0.01%
14
1677
$442 ﹤0.01%
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1678
$440 ﹤0.01%
60
1679
$437 ﹤0.01%
60
1680
$436 ﹤0.01%
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1681
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$433 ﹤0.01%
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1683
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25
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$428 ﹤0.01%
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$426 ﹤0.01%
50
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$425 ﹤0.01%
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1688
$424 ﹤0.01%
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$422 ﹤0.01%
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1690
$421 ﹤0.01%
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1691
$421 ﹤0.01%
13
1692
$417 ﹤0.01%
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1693
$417 ﹤0.01%
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$410 ﹤0.01%
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$408 ﹤0.01%
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$405 ﹤0.01%
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$404 ﹤0.01%
40
1698
$403 ﹤0.01%
13
1699
$402 ﹤0.01%
13
1700
$400 ﹤0.01%
65
66 67
68
69 70