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Holdun Trust
WEALTH MANAGEMENT
About
ABOUT
At Holdun, we do things a little differently.
We have skin in the game.
We manage our family’s money alongside that of our clients and we invest our client’s money as we do our own, intelligently and responsibly.
Learn about Holdun
Holdun Funds
HOLDUN FUNDS
Investment Approach
MEDICAL DETOX PORTFOLIO (SP01)
About
Fund Overview
Fund Update
Q1 2021
Performance
Q1 2021
Q4 2020
Q3 2020
Q2 2020
INCOME FUND
About
Fund Overview
Fund Update
Q1 2021
Performance
March 2021
December 2020
November 2020
October 2020
OPPORTUNITY FUND
About
Fund Overview
Fund Update
Q1 2021
Performance
Q1 2021
Q4 2020
Q3 2020
Q2 2020
BOCA TROPHY FUND (SP03)
About
Fund Overview
GINNIE MAE DIRECT
About
Fund Overview
Discretionary Portfolios
DISCRETIONARY PORTFOLIOS
Investment Approach
US EQUITY
Performance
Q1 2021
Q4 2020
Q3 2020
Q2 2020
CANADIAN EQUITY
Performance
Q1 2021
Q4 2020
Q3 2020
Q2 2020
GLOBAL FIXED INCOME
Performance
Q4 2020
Q3 2020
Q2 2020
Q1 2020
GLOBAL EQUITY
Performance
Q4 2020
Q3 2020
Q2 2020
Q1 2020
GLOBAL BALANCED
Performance
Q4 2020
Q3 2020
Q2 2020
Q1 2020
INSIGHTS
ABOUT US
OUR HISTORY
OUR TEAM
CONTACT US
TRUST SERVICES
INVEST WITH US
HOLDUN
Holdun Opportunity Fund
Performance Q1 2020
© Holdun 2021
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