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
201
$907K 0.03%
8,188
-1,739
202
$896K 0.03%
4,766
203
$892K 0.03%
7,984
-80
204
$888K 0.03%
6,330
-232
205
$879K 0.03%
6,973
206
$878K 0.03%
3,625
207
$860K 0.03%
6,350
208
$837K 0.03%
7,124
209
$818K 0.03%
8,861
210
$803K 0.03%
21,448
211
$779K 0.02%
7,073
212
$771K 0.02%
3,038
-13
213
$765K 0.02%
4,728
214
$757K 0.02%
14,260
215
$722K 0.02%
14,587
+411
216
$707K 0.02%
15,303
217
$701K 0.02%
13,406
-200
218
$678K 0.02%
2,914
-38
219
$667K 0.02%
1,574
-36
220
$664K 0.02%
3,220
+80
221
$658K 0.02%
1,354
-1
222
$646K 0.02%
4,285
223
$631K 0.02%
127
224
$628K 0.02%
14,485
-15
225
$620K 0.02%
16,150
+125
7 8
9
10 11