• INCEPTION (11/29/2016)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 14.70%
  • S&P RETURN

  • 13.14%
(K11) Kai's Concentrated Picks

K11 Growth of $10,000

K11 Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

K11 Model Month By Month (As Of: 05/03/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec K11 YTD S&P (TR) YTD
20198.08%0.16%-0.08%8.12%0.77%-------17.84% 18.26%
20186.69%-3.69%-1.01%-1.14%4.88%0.51%4.01%0.47%-0.73%-2.61%2.85%-10.39%-1.30% -4.38%
20173.44%0.54%2.31%2.69%-1.17%0.55%1.54%0.75%3.46%1.84%3.00%1.20%21.98% 21.83%
2016-----------3.04%2.03%-1.08% 1.73%
Returns greater than 5%
Returns less than -5%

K11 Top 5 Holdings (As Of: 05/07/2019)


Symbol Name % Fund
CRM SALESFORCE COM INC 20.93%
WST WEST PHARMACEUTIC... 15.26%
TBBK BANCORP INC DEL 14.46%
HD HOME DEPOT INC 10.49%
BMCH BMC STK HOLDINGS ... 9.88%
Total 71.02%