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
176
$1.49M 0.05%
74,302
-4,047
177
$1.47M 0.05%
20,350
+70
178
$1.47M 0.05%
8,248
+214
179
$1.45M 0.05%
11,638
180
$1.41M 0.04%
7,641
+595
181
$1.41M 0.04%
12,259
-997
182
$1.38M 0.04%
2,362
+120
183
$1.31M 0.04%
9,739
-35
184
$1.3M 0.04%
3,931
+205
185
$1.29M 0.04%
3,190
-113
186
$1.21M 0.04%
3,003
+106
187
$1.16M 0.04%
14,075
-5
188
$1.15M 0.04%
5,200
-9
189
$1.14M 0.04%
41,868
+168
190
$1.12M 0.04%
2,729
191
$1.12M 0.04%
9,270
192
$1.08M 0.03%
133,155
-5,071
193
$1.04M 0.03%
6,253
-51
194
$1.02M 0.03%
3,866
195
$1M 0.03%
18,639
-212
196
$982K 0.03%
18,139
197
$971K 0.03%
24,066
198
$964K 0.03%
5,935
199
$960K 0.03%
2,755
200
$925K 0.03%
8,758
-72
6 7
8
9 10