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
1726
$323 ﹤0.01%
23
1727
$321 ﹤0.01%
23
1728
$321 ﹤0.01%
23
1729
$310 ﹤0.01%
8
1730
$310 ﹤0.01%
49
1731
$307 ﹤0.01%
11
1732
$304 ﹤0.01%
12
1733
$300 ﹤0.01%
118
1734
$296 ﹤0.01%
16
1735
$295 ﹤0.01%
3
1736
$289 ﹤0.01%
78
1737
$287 ﹤0.01%
8
1738
$283 ﹤0.01%
36
1739
$274 ﹤0.01%
18
1740
$273 ﹤0.01%
90
1741
$273 ﹤0.01%
13
1742
$271 ﹤0.01%
7
1743
$268 ﹤0.01%
104
1744
$268 ﹤0.01%
+263
1745
$265 ﹤0.01%
24
1746
$260 ﹤0.01%
80
1747
$256 ﹤0.01%
6
1748
$250 ﹤0.01%
10
1749
$238 ﹤0.01%
35
1750
$216 ﹤0.01%
11
68 69
70
71 72