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Home > Institutional Investor > Smith, Moore & Co. > Profile

Instuitional Investor - Smith, Moore & Co.

Fund Profile
Filing Period:
Fund Name: Smith, Moore & Co.
Portfolio Value $1,079,991,165
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 108,572 $61,006,631 5.65%
2.
Vanguard Index Fds
 190,178 $52,268,651 4.84%
3.
Ishares Trust
 IEF 201,394 $38,381,756 3.55%
4.
Apple Inc.
 AAPL 154,268 $34,267,453 3.17%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 60,492 $32,271,230 2.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)