• INCEPTION (12/01/2017)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • -4.86%
  • S&P RETURN

  • 1.16%
(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: 03/25/2020)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KEYE YTD S&P (TR) YTD
20202.48%-8.78%-17.07%----------22.48% -23.01%
20197.12%5.78%0.16%3.28%-5.62%7.54%3.89%-1.88%-0.34%1.04%3.10%2.28%28.76% 31.49%
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: 03/26/2020)


Symbol Name % Fund
WST WEST PHARMACEUTIC... 5.38%
MSFT MICROSOFT CORP 5.32%
NOW SERVICENOW INC COM 5.20%
TEAM ATLASSIAN CORP PL... 4.96%
EA ELECTRONIC ARTS INC 4.90%
Total 25.76%