• INCEPTION (12/08/2016)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 1.30%
  • S&P RETURN

  • 11.43%
(KSMAL) Kai's smallcap fund

KSMAL Growth of $10,000

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

KSMAL Model Month By Month (As Of: 08/02/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KSMAL YTD S&P (TR) YTD
20197.77%9.07%-3.04%4.57%-8.87%8.02%0.24%-1.56%----15.77% 18.32%
20182.52%-3.14%2.80%1.11%2.73%0.39%-1.07%2.88%-4.08%-4.86%-1.88%-9.69%-12.39% -4.38%
2017-2.77%-0.03%-2.09%2.01%-4.49%2.71%2.04%-3.64%7.67%0.22%3.06%-2.71%1.31% 21.83%
2016-----------0.77%0.77% -0.22%
Returns greater than 5%
Returns less than -5%

KSMAL Top 5 Holdings (As Of: 08/03/2019)


Symbol Name % Fund
PRFT PERFICIENT INC 5.23%
BMCH BMC STK HOLDINGS ... 5.00%
INSP INSPIRE MED SYS I... 4.92%
CSII CARDIOVASCULAR SY... 4.69%
JRVR JAMES RIV GROUP L... 4.66%
Total 24.50%