Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #19,216 out of 788,370 TipRanks' Investors
Success Rate
92 out of 136
profitable transactions
profitable transactions
Average Return
62.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.27%
6-Month Return▲ 12.85%
12-Month Return▲ 13.72%
YTD Return▲ 3.12%
Total Return▲ 61.65%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.27%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.75%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.70%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.54%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.56%
Feb 2025
▲ 8.13%▲ 1.21%▲ 3.02%
▼ 13.14%▲ 2.34%▼ 0.79%
▲ 2.93%▲ 2.10%▲ 3.01%
▲ 9.99%▼ 0.89%▲ 1.27%
▲ 26.03%▲ 5.96%▲ 8.75%
▲ 5.97%▼ 2.41%▼ 4.70%
▲ 5.25%▲ 2.69%▲ 2.54%
▼ 9.08%▲ 1.42%▲ 0.56%
Recent Activity
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
1.89%
▲ 831.58%
3
Sell
Dec 10, 2024
United Parcel
0.8%
▼ 9.39%
1
Open
Dec 10, 2024
NICE
0.94%
▼ 14.37%
1
Open
Dec 10, 2024
Nvidia
4.06%
▲ 1,025.64%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
1.98%
▲ 368.03%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.76%
▼ 24.38%
1
Open
Oct 22, 2024
Viking Therapeutics
0.44%
▼ 45.08%
1
Open
Oct 22, 2024
Regions Financial
1.01%
▼ 0.14%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.6%
▲ 59.22%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4.52%
▲ 275.90%
3
Buy
Aug 13, 2024
Pfizer
0.91%
▼ 6.52%
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