• INCEPTION (12/10/2014)

  • 4 YRS
  • AVG. ANNUAL RETURN

  • 18.88%
  • S&P RETURN

  • 9.92%
(AMF) adevkota's Mutual Fund

AMF Growth of $10,000

AMF Model*
AMF Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 06/25/2018

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AMF YTD S&P (TR) YTD
20195.13%4.04%0.61%1.64%-0.54%-------11.24% 18.26%
20186.13%-0.82%1.50%4.93%9.68%2.74%-2.08%3.33%0.58%-10.26%0.15%-5.05%9.71% -4.38%
20172.80%3.74%4.12%3.68%0.20%-0.26%9.02%0.43%0.63%0.97%-0.11%1.03%29.18% 21.83%
2016-0.58%2.80%1.67%2.87%-3.37%6.34%3.35%-2.74%5.29%2.69%-1.14%-0.87%16.97% 11.96%
20150.40%6.43%3.54%-2.90%0.47%3.17%7.82%-4.45%-3.21%5.32%1.74%-1.47%17.22% 1.38%
2014------------0.20%-0.20% 1.73%
Returns greater than 5%
Returns less than -5%

AMF Composite Month By Month (As Of: 08/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AMF YTD S&P (TR) YTD
20186.51%-1.31%1.11%3.43%9.82%3.49%-2.51%2.92%----25.35% 9.94%
2017---3.82%0.27%0.07%9.15%0.29%0.61%1.05%0.05%0.97%17.14% 13.70% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

AMF Top 5 Holdings (As Of: 05/06/2019)


Symbol Name % Fund
VMW VMWARE INC CL A COM 6.45%
PYPL PAYPAL HLDGS INC 6.04%
TWLO TWILIO INC CL A 5.90%
YUMC YUM CHINA HLDGS I... 5.49%
WM WASTE MGMT INC DEL 5.24%
Total 29.12%