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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #17,676 out of 802,872 TipRanks' Investors
Success Rate
93 out of 136
profitable transactions
profitable transactions
Average Return
63.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.49%
6-Month Return▼ 1.52%
12-Month Return▲ 10.21%
YTD Return▲ 2.84%
Total Return▲ 61.08%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 8.73%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.71%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.20%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.59%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.55%
May 2025
▲ 4.71%
▲ 1.75%
▲ 2.30%
Jun 2025
▲ 25.97%▲ 5.96%▲ 8.73%
▲ 5.43%▼ 2.41%▼ 4.71%
▲ 5.99%▲ 2.69%▲ 2.53%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.80%▼ 5.57%▼ 6.20%
▲ 1.76%▼ 0.87%▼ 0.59%
▲ 12.21%▲ 6.28%▲ 5.55%
▲ 4.71%▲ 1.75%▲ 2.30%
Recent Activity
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
2.1%
▲ 943.84%
3
Sell
Dec 10, 2024
United Parcel
0.68%
▼ 21.37%
1
Open
Dec 10, 2024
NICE
1.06%
▼ 3.33%
1
Open
Dec 10, 2024
Nvidia
4.3%
▲ 1,094.48%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
2.03%
▲ 381.01%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.65%
▼ 34.47%
1
Open
Oct 22, 2024
Viking Therapeutics
0.36%
▼ 55.55%
1
Open
Oct 22, 2024
Regions Financial
0.95%
▼ 3.56%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.41%
▲ 40.14%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4%
▲ 233.57%
3
Buy
Aug 13, 2024
Pfizer
0.83%
▼ 13.18%
3
Buy
May 29, 2024
PubMatic
―
▲ 28.50%
3
Close
May 29, 2024
First Horizon
―
▲ 21.91%
3
Close
May 29, 2024
M.D.C. Holdings
―
▲ 53.77%
2
Close
Apr 18, 2024