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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #21,193 out of 793,835 TipRanks' Investors
Success Rate
89 out of 136
profitable transactions
profitable transactions
Average Return
50.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.30%
6-Month Return▲ 0.40%
12-Month Return▼ 0.93%
YTD Return▼ 4.33%
Total Return▲ 49.96%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.24%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.73%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.66%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 6.30%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.79%
▲ 2.93%▲ 2.10%▲ 3.01%
▲ 10.00%▼ 0.89%▲ 1.24%
▲ 26.01%▲ 5.96%▲ 8.73%
▲ 5.33%▼ 2.41%▼ 4.66%
▲ 5.89%▲ 2.69%▲ 2.49%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.65%▼ 6.20%▼ 6.30%
Recent Activity
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
1.58%
▲ 622.67%
3
Sell
Dec 10, 2024
United Parcel
0.82%
▼ 14.58%
1
Open
Dec 10, 2024
NICE
1.01%
▼ 14.32%
1
Open
Dec 10, 2024
Nvidia
3.58%
▲ 818.45%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
1.93%
▲ 323.27%
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%
▼ 40.50%
1
Open
Oct 22, 2024
Viking Therapeutics
0.36%
▼ 58.65%
1
Open
Oct 22, 2024
Regions Financial
1%
▼ 7.58%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.51%
▲ 38.75%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4.6%
▲ 253.88%
3
Buy
Aug 13, 2024
Pfizer
0.94%
▼ 10.40%
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