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Home > Institutional Investor > Hellman Jordan Management Co Inc > Profile

Instuitional Investor - Hellman Jordan Management Co Inc

Fund Profile
Filing Period:
Fund Name: Hellman Jordan Management Co Inc
Portfolio Value $58,896
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Equity Premium Inco
 98,945 $5,392 9.15%
2.
Ishares Trust
 IEF 42,305 $4,004 6.79%
3.
Ishares Trust
 IEF 27,197 $3,571 6.06%
4.
Ishares Trust
 IEF 28,084 $2,796 4.74%
5.
Ishares Inc
 EWA 92,931 $2,599 4.41%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)