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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #18,481 out of 804,349 TipRanks' Investors
Success Rate
92 out of 136
profitable transactions
profitable transactions
Average Return
64.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.89%
6-Month Return▲ 0.46%
12-Month Return▲ 11.31%
YTD Return▲ 1.33%
Total Return▲ 58.66%
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
▲ 5.10%
▼ 2.41%
▼ 4.74%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.20%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.40%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.55%
May 2025
▲ 4.72%
▲ 1.37%
▲ 0.57%
Jun 2025
▲ 25.97%▲ 5.96%▲ 8.73%
▲ 5.10%▼ 2.41%▼ 4.74%
▲ 6.03%▲ 2.69%▲ 2.57%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.80%▼ 5.57%▼ 6.20%
▲ 1.83%▼ 0.87%▼ 0.40%
▲ 12.21%▲ 6.28%▲ 5.55%
▲ 4.72%▲ 1.37%▲ 0.57%
Recent Activity
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
2.17%
▲ 973.67%
3
Sell
Dec 10, 2024
United Parcel
0.69%
▼ 21.45%
1
Open
Dec 10, 2024
NICE
1%
▼ 8.89%
1
Open
Dec 10, 2024
Nvidia
4.4%
▲ 1,118.36%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
2.07%
▲ 389.46%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.64%
▼ 35.73%
1
Open
Oct 22, 2024
Viking Therapeutics
0.34%
▼ 57.63%
1
Open
Oct 22, 2024
Regions Financial
0.95%
▼ 4.13%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.35%
▲ 33.79%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4.07%
▲ 238.45%
3
Buy
Aug 13, 2024
Pfizer
0.83%
▼ 13.50%
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