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
1701
$400 ﹤0.01%
7
1702
$398 ﹤0.01%
42
1703
$396 ﹤0.01%
20
1704
$392 ﹤0.01%
42
1705
$392 ﹤0.01%
31
1706
$392 ﹤0.01%
36
1707
$389 ﹤0.01%
60
1708
$379 ﹤0.01%
18
1709
$379 ﹤0.01%
55
1710
$377 ﹤0.01%
20
1711
$376 ﹤0.01%
62
1712
$375 ﹤0.01%
20
1713
$370 ﹤0.01%
13
1714
$370 ﹤0.01%
48
1715
$366 ﹤0.01%
55
1716
$365 ﹤0.01%
25
1717
$356 ﹤0.01%
9
1718
$351 ﹤0.01%
13
1719
$349 ﹤0.01%
9
1720
$342 ﹤0.01%
49
1721
$340 ﹤0.01%
23
1722
$339 ﹤0.01%
57
1723
$337 ﹤0.01%
3
1724
$335 ﹤0.01%
9
1725
$327 ﹤0.01%
11
67 68
69
70 71