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Home > Institutional Investor > Paul Damon & Associates, Inc. > Profile

Instuitional Investor - Paul Damon & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Paul Damon & Associates, Inc.
Portfolio Value $165,662,282
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 34,567 $17,671,776 10.66%
2.
Ishares Tr
 59,860 $14,083,302 8.5%
3.
Schwab Strategic Trust
 FNDF 507,977 $13,877,919 8.37%
4.
Spdr S & P 500 Etf Trust
 SPY 22,529 $13,203,803 7.97%
5.
Amazon Com Inc
 AMZN 59,389 $13,029,353 7.86%
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)