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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #18,119 out of 798,604 TipRanks' Investors
Success Rate
91 out of 136
profitable transactions
profitable transactions
Average Return
55.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.02%
6-Month Return▼ 3.71%
12-Month Return▲ 2.36%
YTD Return▼ 3.03%
Total Return▲ 51.89%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.22%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.73%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.71%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 2.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.20%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 0.59%
Apr 2025
▼ 1.48%
▲ 1.19%
▲ 1.82%
May 2025
▲ 9.99%▼ 0.89%▲ 1.22%
▲ 25.97%▲ 5.96%▲ 8.73%
▲ 5.39%▼ 2.41%▼ 4.71%
▲ 6.00%▲ 2.69%▲ 2.53%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.80%▼ 5.57%▼ 6.20%
▲ 1.74%▼ 0.87%▼ 0.59%
▼ 1.48%▲ 1.19%▲ 1.82%
Recent Activity
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
1.89%
▲ 787.83%
3
Sell
Dec 10, 2024
United Parcel
0.71%
▼ 24.48%
1
Open
Dec 10, 2024
NICE
1.05%
▼ 9.75%
1
Open
Dec 10, 2024
Nvidia
3.75%
▲ 882.94%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
2.06%
▲ 361.90%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.59%
▼ 43.68%
1
Open
Oct 22, 2024
Viking Therapeutics
0.38%
▼ 55.10%
1
Open
Oct 22, 2024
Regions Financial
0.97%
▼ 8.09%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.53%
▲ 44.00%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4.11%
▲ 223.31%
3
Buy
Aug 13, 2024
Pfizer
0.84%
▼ 18.36%
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