Education
About Us
Working with TipRanks
Follow Us
HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #21,325 out of 794,370 TipRanks' Investors
Success Rate
89 out of 136
profitable transactions
profitable transactions
Average Return
52.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.76%
6-Month Return▲ 1.76%
12-Month Return▲ 2.79%
YTD Return▼ 3.12%
Total Return▲ 51.81%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.22%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.73%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.67%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.20%
Mar 2025
▲ 1.35%
▲ 0.92%
▲ 1.15%
Apr 2025
▲ 2.93%▲ 2.10%▲ 3.01%
▲ 10.00%▼ 0.89%▲ 1.22%
▲ 26.01%▲ 5.96%▲ 8.73%
▲ 5.33%▼ 2.41%▼ 4.67%
▲ 5.87%▲ 2.69%▲ 2.50%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.80%▼ 5.57%▼ 6.20%
▲ 1.35%▲ 0.92%▲ 1.15%
Recent Activity
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
1.58%
▲ 635.36%
3
Sell
Dec 10, 2024
United Parcel
0.81%
▼ 14.16%
1
Open
Dec 10, 2024
NICE
1.01%
▼ 13.09%
1
Open
Dec 10, 2024
Nvidia
3.55%
▲ 824.73%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
1.91%
▲ 324.29%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.63%
▼ 40.74%
1
Open
Oct 22, 2024
Viking Therapeutics
0.35%
▼ 58.60%
1
Open
Oct 22, 2024
Regions Financial
1.01%
▼ 4.99%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.5%
▲ 39.56%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4.51%
▲ 252.04%
3
Buy
Aug 13, 2024
Pfizer
0.91%
▼ 12.21%
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