HFO US - New Portfolio

Performance Portfolio Details

gmazzeo@holdunfamilyoffice.com

HFO US

Individual Investor

Ranked #20,797 out of 860,208 TipRanks' Investors

Success Rate

95 out of 136
profitable transactions

Average Return

92.25%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

7.40% MU

5.47% NVDA

4.40% LLY

3.97% GOOGL

3.16% CAT

75.60% Others

By Assets

79.62% Stocks

15.25% ETFs

5.13% Cash

0.00% Funds

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

27.59% Technology

18.60% General

12.86% Financial

11.80% Communication Services

8.36% Healthcare

8.12% Industrials

12.67% Other

Portfolio Holdings

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To view investors' portfolios

STZ

$156.00

-2.08%

After:

-0.01%

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 19.61%

CRWD

$448.13

+0.62%

After:

-0.2%

29 Buy

8 Hold

0 Sell

Strong Buy

premium

▲ 705.7%

HEDJ

$54.68

+0.63%

After:

-0.22%

527 Buy

312 Hold

53 Sell

Moderate Buy

premium

▲ 95.29%

$66.88

-0.4%

After:

+0.18%

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

▲ 49.45%

CAT

$830.79

-0.53%

After:

+0.17%

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 341.6%

NVDA

$208.27

+4.32%

After:

-0.19%

40 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 378.75%

BIIB

$184.38

-1.86%

After:

14 Buy

11 Hold

1 Sell

Moderate Buy

premium

▼ 24.74%

PFE

$27.00

+1.24%

After:

-0.04%

9 Buy

12 Hold

2 Sell

Moderate Buy

premium

▼ 15.46%

$26.20

-1.54%

After:

+0.08%

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 0.88%

IDNA

$29.98

-0.96%

After:

+0.67%

301 Buy

121 Hold

21 Sell

Moderate Buy

premium

▲ 3.38%

VDC

$229.06

-0.2%

After:

+0.85%

459 Buy

392 Hold

59 Sell

Moderate Buy

premium

▲ 42.27%

GBTC

$60.37

-0.18%

After:

-0.2%

―

premium

▲ 474.95%

SIXG

$82.50

+2.3%

After:

-2%

525 Buy

196 Hold

23 Sell

Moderate Buy

premium

▲ 211.49%

$76.63

+0.46%

After:

-0.05%

14 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 66.24%

GOOGL

$344.40

+1.63%

After:

-0.19%

26 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 1,002.08%

PASG

$5.84

-1.02%

After:

+2.68%

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

▼ 98.39%

PANW

$178.54

+3.08%

After:

-0.08%

30 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 495.13%

EEM

$63.74

+2.23%

After:

+0.02%

―

premium

▲ 87.47%

META

$675.03

+2.41%

After:

-0.05%

40 Buy

6 Hold

0 Sell

Strong Buy

premium

▲ 359.2%

CRM

$178.16

+2.8%

After:

-0.08%

28 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 9.47%

XLY

$118.69

+0.81%

After:

-0.19%

526 Buy

312 Hold

33 Sell

Moderate Buy

premium

▲ 78.48%

$496.72

+3.11%

After:

-0.41%

25 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 3,720.92%

AVGO

$422.76

+0.67%

After:

-0.39%

27 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 1,557.88%

BABA

$135.82

+3.13%

After:

+0.24%

13 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 5.1%

SPCE

$2.58

-4.8%

After:

+0.78%

2 Buy

3 Hold

1 Sell

Hold

premium

▼ 98.96%

TAP

$42.44

-1%

After:

5 Buy

9 Hold

2 Sell

Hold

premium

▼ 37.59%

WFC

$79.42

-1.35%

After:

+0.04%

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 236.13%

LAZ

$47.30

+0.55%

After:

3 Buy

2 Hold

2 Sell

Hold

premium

▲ 25.5%

KEY

$21.63

-1.73%

After:

-0.14%

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 43.12%

NFLX

$92.44

-0.41%

After:

-0.23%

29 Buy

6 Hold

0 Sell

Strong Buy

premium

▲ 184.26%

FDN

$263.15

+1.22%

After:

636 Buy

257 Hold

22 Sell

Moderate Buy

premium

▲ 128.83%

FINX

$25.82

+0.98%

After:

+0.15%

464 Buy

204 Hold

25 Sell

Moderate Buy

premium

▼ 9.4%

$127.98

-0.41%

After:

-0.03%

13 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 233.01%

BRK.B

$469.32

-0.26%

After:

+0.14%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 160.73%

NKE

$44.69

-0.2%

After:

+0.34%

13 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 18.75%

LLY

$883.96

-3.67%

After:

+0.05%

17 Buy

2 Hold

1 Sell

Strong Buy

premium

▲ 227.86%

BETZ

$19.34

+1.99%

After:

-3.74%

159 Buy

66 Hold

11 Sell

Moderate Buy

premium

▼ 9.19%

PEJ

$61.05

+0.47%

After:

+0.95%

256 Buy

121 Hold

11 Sell

Moderate Buy

premium

▲ 90.77%

IBM

$231.98

+0.39%

After:

-0.34%

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 74.42%

CVS

$77.94

-1.17%

After:

-0.05%

16 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 25.71%

AAPL

$271.06

-0.87%

After:

-0.06%

16 Buy

9 Hold

1 Sell

Moderate Buy

premium

▲ 261.41%

CHRS

$1.75

-0.57%

After:

>-0.01%

4 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 91.25%

AMZN

$263.99

+3.49%

After:

+0.05%

42 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 654.26%

$148.18

+2.46%

After:

-0.09%

9 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 85.23%

TSLA

$376.30

+0.69%

After:

-0.27%

13 Buy

12 Hold

5 Sell

Moderate Buy

premium

▲ 46.04%

VPU

$199.84

+0.08%

After:

+0.87%

282 Buy

208 Hold

25 Sell

Moderate Buy

premium

▲ 51.1%

BMY

$58.71

-0.53%

After:

-0.1%

7 Buy

12 Hold

1 Sell

Moderate Buy

premium

▲ 20.18%

MSFT

$424.62

+2.13%

After:

-0.16%

34 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 63.95%

PSKY

$10.97

-2.66%

After:

+0.46%

0 Buy

5 Hold

5 Sell

Moderate Sell

premium

▼ 49.1%

$46.38

-1.78%

After:

+0.32%

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

▲ 23.42%

MET

$77.70

+2.16%

After:

9 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 57.74%

$313.21

-1.73%

After:

+0.09%

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 49.08%

CSX

$45.41

-1.67%

After:

+0.33%

11 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 43.48%

IFF

$71.14

+0.28%

After:

11 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 12.53%

$77.82

+1.86%

After:

-0.01%

8 Buy

12 Hold

0 Sell

Moderate Buy

premium

▼ 43.61%

CSCO

$89.01

+0.47%

After:

+0.06%

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 69.8%

KOMP

$65.65

+0.06%

After:

3K Buy

2K Hold

187 Sell

Moderate Buy

premium

▲ 56.4%

$326.12

-2.03%

After:

+0.88%

7 Buy

10 Hold

2 Sell

Moderate Buy

premium

▲ 35.61%

GTLS

$207.85

-0.04%

After:

0 Buy

2 Hold

0 Sell

Hold

premium

▲ 61.49%

$10.70

+0.19%

After:

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 29.05%

NVO

$41.17

+6.88%

After:

+0.58%

1 Buy

7 Hold

0 Sell

Hold

premium

▼ 64.54%

VKTX

$32.75

-0.15%

After:

-1.37%

12 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 48.03%

$27.76

-2.25%

After:

4 Buy

8 Hold

2 Sell

Hold

premium

▲ 17.53%

UPS

$107.02

-0.65%

After:

+0.07%

10 Buy

8 Hold

2 Sell

Moderate Buy

premium

▼ 17.1%

NICE

$100.35

+1.64%

After:

-0.37%

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 45.89%