Finance Software and Services — Industries


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.14% 9.39% 23.21% 2042.73%
S&P 500   18.50% 7.98% 211.33%
Difference   -9.11% +15.23% +1,831.40%


Symbol Entry Date Entry Price Last Price % Profit
BKI $72.13 $71.53 -0.83%
FOUR $71.00 $72.00 +1.41%
GWRE $97.85 $121.76 +24.44%
JKHY $149.47 $169.20 +13.20%
LPRO $35.31 $35.24 -0.20%
MELI $1,557.67 $1,532.64 -1.61%
OCFT $4.02 $3.67 -8.71%
PYPL $261.84 $268.70 +2.62%
QTWO $79.35 $81.91 +3.23%
SQ $235.61 $250.00 +6.11%
SSNC $39.89 $71.96 +80.40%
STNE $35.21 $33.67 -4.37%
UPST $119.53 $385.00 +222.10%
V $211.43 $227.22 +7.47%

Finance Software and Services