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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #17,905 out of 743,899 TipRanks' Investors
Success Rate
86 out of 129
profitable transactions
profitable transactions
Average Return
51.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.67%
6-Month Return▲ 4.39%
12-Month Return▲ 12.51%
YTD Return▲ 2.69%
Total Return▲ 43.12%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 8.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.13%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.63%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.02%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.87%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.70%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.28%
Jul 2024
▲ 5.14%▲ 4.57%▲ 8.65%
▼ 1.87%▲ 1.59%▼ 1.13%
▲ 14.08%▲ 5.22%▲ 5.63%
▲ 5.05%▲ 3.27%▲ 4.02%
▼ 12.40%▼ 4.03%▼ 5.87%
▲ 11.46%▲ 5.06%▲ 2.93%
▼ 2.25%▲ 3.53%▼ 2.70%
▲ 0.26%▲ 0.21%▲ 0.28%
Recent Activity
Pfizer
1.04%
▼ 5.52%
3
Buy
May 29, 2024
PubMatic
―
▲ 28.50%
3
Close
May 29, 2024
First Horizon
―
▲ 21.90%
3
Close
May 29, 2024
Hanover Insurance
1.06%
▼ 0.34%
1
Open
May 29, 2024
M.D.C. Holdings
―
▲ 53.77%
2
Close
Apr 18, 2024
Grayscale Bitcoin
2.81%
▲ 296.60%
3
Sell
Mar 12, 2024
AT&T
1.05%
▼ 1.06%
3
Buy
Jan 23, 2024
Schrodinger
―
▼ 58.76%
2
Close
Jan 23, 2024
Palo Alto Networks
2.54%
▲ 317.04%
2
Sell
Jan 23, 2024
Microstrategy
―
▲ 82.09%
2
Close
Jan 23, 2024
Olo
―
▼ 82.01%
2
Close
Jan 23, 2024
Fifth Third Bancorp
―
▲ 35.77%
2
Close
Jan 23, 2024
Chubb
1.19%
▲ 7.06%
1
Open
Jan 23, 2024
Chart Industries
1.19%
▲ 10.57%
1
Open
Jan 23, 2024
O-I Glass
0.64%
▼ 29.39%
1
Open
Jan 23, 2024
Merck & Company
―
▲ 51.74%
2
Close
Nov 30, 2023
Bristol-Myers Squibb
0.83%
▼ 5.32%
3
Open
Nov 30, 2023
First Trust Cloud Computing ETF
―
▲ 36.87%
2
Close
Nov 29, 2023
SPDR S&P Kensho New Economies Composite ETF
1.28%
▲ 10.69%
1
Open
Nov 29, 2023
Broadcom
3.09%
▲ 601.93%
2
Sell
Nov 15, 2023