PROFFITT & GOODSON INC Overview
Proffitt & Goodson Inc is an investment advisor that manages 293.3 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 03/31/19. The fund's latest filing disclosed 396MM in positions, representing 135% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/19. The fund's latest filing disclosed 396MM in positions, representing 135% of the manager's regulatory AUM.
PROFFITT & GOODSON INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PROFFITT & GOODSON INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 17.19% | ETF | 4.47% | 0% | 0 | 23% | ||
| VEA | 11.04% | ETF | 1.55% | -0.24% | 0 | 9% | ||
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FEATURED IN
PROFFITT & GOODSON INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David N. Goodson | Director, President | September-1986 |
| James N. Proffitt | Chairman, Director, Secretary, Treasurer, Chief Compliance Officer | September-1986 |
PROFFITT & GOODSON INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PROFFITT & GOODSON INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis: Our selection process for equity securities is based primarily on fundamental analysis of the earnings prospects, financial structure, and management of companies. We view stocks as ownership in businesses and investments in their products, resources, and managerial talents. Investment opportunities are created by fundamental economic, technological, and social change, and we attempt to identify companies affected by those changes. Our focus is on choosing stocks with above average growth potential for the two to three years ahead, as we feel that most successful equity investments are made when a long-term perspective is taken.
Our investment process generally results in an equity portfolio containing a core of high quality, large and middle capit...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis: Our selection process for equity securities is based primarily on fundamental analysis of the earnings prospects, financial structure, and management of companies. We view stocks as ownership in businesses and investments in their products, resources, and managerial talents. Investment opportunities are created by fundamental economic, technological, and social change, and we attempt to identify companies affected by those changes. Our focus is on choosing stocks with above average growth potential for the two to three years ahead, as we feel that most successful equity investments are made when a long-term perspective is taken.
Our investment process generally results in an equity portfolio containing a core of high quality, large and middle capit...
Unlock Full Investment Process Description
PROFFITT & GOODSON INC Portfolio Concentration
PROFFITT & GOODSON INC Location
4800 OLD KINGSTON PIKE, STE 200
KNOXVILLE, Tennessee
UNITED STATES, 37919-6424
KNOXVILLE, Tennessee
UNITED STATES, 37919-6424
PROFFITT & GOODSON INC Contact Information
Phone Number: 865-584-1850
Fax Number: 865-584-1852
Website: http://proffittgoodson.com
Fax Number: 865-584-1852
Website: http://proffittgoodson.com
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