• INCEPTION (12/01/2017)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 4.62%
  • S&P RETURN

  • 5.69%
(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: 08/02/2019)


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%-5.62%7.54%3.89%-1.95%----21.18% 18.32%
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: 08/03/2019)


Symbol Name % Fund
IDXX IDEXX LABS INC 4.69%
HUM HUMANA INC 4.61%
ACN ACCENTURE PLC 4.57%
MSFT MICROSOFT CORP 4.52%
MGRC MCGRATH RENTCORP 4.41%
Total 22.80%