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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 $848,723,367
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 102,190 $48,808,818 5.75%
2.
Vanguard Index Fds
 178,556 $42,357,049 4.99%
3.
Ishares Trust
 IEF 200,615 $34,885,020 4.11%
4.
Apple Inc.
 AAPL 167,214 $32,116,770 3.78%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 59,292 $29,471,703 3.47%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)