Long-term investor

Allium Financial Advisors, LLC @alliumfinancialadvisorsl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067277).

Record

  • Tracked since 2025-06-30 (431 days), 85 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.9% · 6 months +6.8% · 1 year +14.8% · all +14.8%
  • Max drawdown -3.4% · Sharpe 0.76 · win rate 32% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287234 · 16.0% · long · since 2025-06-30
  • 084670108 · 13.7% · long · since 2025-06-30
  • 464287200 · 8.2% · long · since 2025-06-30
  • NVDA · 4.4% · long · since 2025-06-30
  • AAPL · 4.3% · long · since 2025-06-30
  • PDI · 4.1% · long · since 2025-06-30
  • COST · 3.2% · long · since 2025-06-30
  • 637870106 · 2.8% · long · since 2026-06-30
  • 25434V708 · 2.7% · long · since 2025-06-30
  • 464287499 · 2.7% · long · since 2025-06-30
  • RWAY · 2.6% · long · since 2025-06-30
  • AMZN · 2.0% · long · since 2025-06-30

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