• INCEPTION (12/01/2017)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 3.32%
  • S&P RETURN

  • 6.19%
(KEYE) KEYE

KEYE Growth of $10,000

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

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KEYE YTD S&P (TR) YTD
20197.12%5.78%0.16%3.28%0.33%-------17.60% 18.26%
2018-0.95%-6.06%0.19%2.42%7.07%-0.28%0.86%1.93%-1.81%-1.56%0.15%-11.37%-10.08% -4.38%
2017------------0.79%-0.79% 1.31%
Returns greater than 5%
Returns less than -5%

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


Symbol Name % Fund
TRUP TRUPANION INC COM 4.83%
BBY BEST BUY INC 4.82%
IDXX IDEXX LABS INC 4.50%
MSFT MICROSOFT CORP 4.34%
MGRC MCGRATH RENTCORP 4.29%
Total 22.78%