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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 $141,073,954
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 202,679 $14,244,255 10.09%
2.
Schwab Strategic Trust
 FNDF 185,014 $14,085,134 9.98%
3.
Invesco Qqq Tr
 32,323 $13,236,922 9.38%
4.
Ishares Tr
 59,888 $10,493,502 7.43%
5.
Spdr S & P 500 Etf Trust
 SPY 20,792 $9,882,646 7%
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)