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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #18,455 out of 769,603 TipRanks' Investors
Success Rate
93 out of 134
profitable transactions
profitable transactions
Average Return
61.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.15%
6-Month Return▲ 8.69%
12-Month Return▲ 26.63%
YTD Return▲ 15.10%
Total Return▲ 60.39%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 5.87%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.26%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.72%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.34%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 5.88%
Nov 2024
▼ 12.40%▼ 4.03%▼ 5.87%
▲ 11.46%▲ 5.06%▲ 2.93%
▼ 2.25%▲ 3.53%▼ 3.26%
▲ 25.72%▲ 1.21%▲ 3.02%
▼ 4.22%▲ 2.34%▼ 0.72%
▲ 7.82%▲ 2.10%▲ 3.01%
▲ 5.70%▼ 0.89%▲ 1.34%
▲ 37.30%▲ 4.73%▲ 5.88%
Recent Activity
Nvidia
4.3%
▲ 1,088.60%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
1.99%
▲ 369.61%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.91%
▼ 9.80%
1
Open
Oct 22, 2024
Viking Therapeutics
0.68%
▼ 15.22%
1
Open
Oct 22, 2024
Regions Financial
1.18%
▲ 15.40%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.78%
▲ 75.58%
4
Sell
Aug 13, 2024
Eli Lilly & Co
3.88%
▲ 221.27%
3
Buy
Aug 13, 2024
Pfizer
0.89%
▼ 10.32%
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
Grayscale Bitcoin
3.75%
▲ 539.09%
3
Sell
Mar 12, 2024
AT&T
1.2%
▲ 23.69%
3
Buy
Jan 23, 2024
Schrodinger
―
▼ 58.76%
2
Close
Jan 23, 2024
Microstrategy
―
▲ 82.09%
2
Close
Jan 23, 2024