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
1751
$211 ﹤0.01%
11
1752
$205 ﹤0.01%
31
1753
$195 ﹤0.01%
14
1754
$193 ﹤0.01%
25
1755
$190 ﹤0.01%
13
1756
$188 ﹤0.01%
53
1757
$183 ﹤0.01%
50
1758
$182 ﹤0.01%
+10
1759
$157 ﹤0.01%
43
1760
$155 ﹤0.01%
100
1761
$133 ﹤0.01%
10
1762
$115 ﹤0.01%
63
1763
$100 ﹤0.01%
36
1764
$94 ﹤0.01%
56
1765
$93 ﹤0.01%
21
1766
$88 ﹤0.01%
12
1767
$84 ﹤0.01%
8
1768
$69 ﹤0.01%
4
1769
$58 ﹤0.01%
12
1770
$53 ﹤0.01%
1
1771
$46 ﹤0.01%
36
1772
$43 ﹤0.01%
10
1773
– –
-5,885
1774
– –
-34
1775
– –
-45
69 70
71
72 73