Live holdings, performance metrics, risk analytics, and earnings data for each South Hill Fund.
Equity
Student-managed — not investment advice.
This fund is managed by Ithaca College students for educational purposes. The
holdings, performance figures, risk analytics and earnings data shown here are
provided for educational use only, do not constitute investment advice or a
recommendation regarding any security, and should not be relied upon in making an
investment decision. Past performance does not guarantee future results.
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Cumulative Total Return vs. Benchmark
Cumulative total return since inception. Fund figures are sourced from the
program's official quarterly reports; the benchmark line is the index's live total return.
Profit & Loss Contributors
The positions adding and subtracting the most from this fund's total return, by unrealized gain/loss. Updates live with prices.
▲ Winners
Symbol
Name
Unrealized G/L
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▼ Losers
Symbol
Name
Unrealized G/L
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Allocation Breakdown
Sector Allocation vs. S&P 500
GICS sector weights of the portfolio compared to the S&P 500 index. S&P 500 weights update live from current index constituents.
Upcoming & Recent Earnings Reports
Ticker
Company
Report Date
Time
EPS Est.
EPS Actual
Status
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Dividend & Distribution Schedule
Ticker
Name
Ex-Dividend Date
Pay Date
Dividend/Unit
Yield
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Total Market Value (AUM)
—
● Live
Cost Basis
—
Invested · all three funds
Unrealized G/L
—
vs. Cost Basis
Est. Annual Income
—
Dividends / Distributions
Composite Yield
—
Income / Market Value
Cumulative Return
—
Asset-weighted · since 2017
Cumulative Performance — All Funds
Asset-weighted composite total return of the three sub-funds, chained from the quarterly reports (calendar-year 2017–2025 plus 2026 quarters). Additional history will be added as earlier reports are digitized.
Fund Breakdown
Live market value, unrealized gain/loss, and cumulative return for each sub-fund.