Finance Software and Services — Industries


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.06% 6.13% 23.71% 2073.95%
S&P 500   18.91% 7.99% 206.96%
Difference   -12.78% +15.72% +1,866.99%


Symbol Entry Date Entry Price Last Price % Profit
BKI $76.00 $82.81 +8.96%
FOUR $89.10 $89.19 +0.10%
GWRE $105.16 $115.20 +9.55%
JKHY $165.42 $174.09 +5.24%
LPRO $39.15 $38.00 -2.94%
MELI $1,322.31 $1,568.70 +18.63%
OCFT $8.27 $7.93 -4.11%
PYPL $249.98 $275.53 +10.22%
QTWO $93.85 $103.31 +10.08%
SQ $200.11 $247.26 +23.56%
SSNC $34.32 $78.39 +128.41%
STNE $56.85 $58.84 +3.50%
UPST $119.65 $120.76 +0.93%
V $148.48 $246.39 +65.94%

Finance Software and Services