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Home > Institutional Investor > Shufro Rose & Co Llc > Profile

Instuitional Investor - Shufro Rose & Co Llc

Fund Profile
Filing Period:
Fund Name: Shufro Rose & Co Llc
Portfolio Value $1,293,655,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - IBONDS 27 ETF
 3,432,629 $82,245,785 6.35%
2.
Etf Ser Solutions
 1,284,091 $70,527,134 5.45%
3.
Apple Inc.
 AAPL 191,082 $47,850,795 3.69%
4.
Microsoft Corp
 MSFT 112,171 $47,279,901 3.65%
5.
Alps Etf Trust
 1,844,088 $47,061,121 3.63%
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)