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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #19,978 out of 781,066 TipRanks' Investors
Success Rate
92 out of 136
profitable transactions
profitable transactions
Average Return
61.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.13%
6-Month Return▲ 9.31%
12-Month Return▲ 17.21%
YTD Return▲ 0.52%
Total Return▲ 57.66%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.26%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.29%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.75%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.67%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.52%
Jan 2025
▲ 9.79%▲ 3.53%▼ 3.26%
▲ 8.13%▲ 1.21%▲ 3.02%
▼ 13.14%▲ 2.34%▼ 0.79%
▲ 2.93%▲ 2.10%▲ 3.01%
▲ 10.00%▼ 0.89%▲ 1.29%
▲ 26.04%▲ 5.96%▲ 8.75%
▲ 5.93%▼ 2.41%▼ 4.67%
▲ 9.79%▲ 0.95%▲ 0.52%
Recent Activity
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
2.08%
▲ 911.59%
3
Sell
Dec 10, 2024
United Parcel
0.91%
▼ 0.38%
1
Open
Dec 10, 2024
NICE
0.99%
▼ 10.50%
1
Open
Dec 10, 2024
Nvidia
4.22%
▲ 1,053.10%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
1.86%
▲ 333.92%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.69%
▼ 32.44%
1
Open
Oct 22, 2024
Viking Therapeutics
0.43%
▼ 47.36%
1
Open
Oct 22, 2024
Regions Financial
1.06%
▲ 3.32%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.7%
▲ 66.80%
4
Sell
Aug 13, 2024
Eli Lilly & Co
3.81%
▲ 211.70%
3
Buy
Aug 13, 2024
Pfizer
0.92%
▼ 8.04%
3
Buy
May 29, 2024
PubMatic
―
▲ 28.50%
3
Close
May 29, 2024
First Horizon
―
▲ 21.90%
3
Close
May 29, 2024
M.D.C. Holdings
―
▲ 53.77%
2
Close
Apr 18, 2024