Long-term investor
Sfi Advisors, LLC @sfiadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911308).
Record
- Tracked since 2025-06-30 (434 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +14.9% · 6 months +15.9% · 1 year +25.5% · all +25.5%
- Max drawdown -0.8% · Sharpe 1.32 · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02072Q267 · 8.0% · long · since 2026-03-31
- AAPL · 6.9% · long · since 2025-06-30
- 45259A845 · 5.9% · long · since 2025-06-30
- 33734X846 · 4.1% · long · since 2025-06-30
- 78468R663 · 4.1% · long · since 2025-06-30
- 33734X135 · 3.8% · long · since 2025-06-30
- 464287408 · 3.6% · long · since 2025-06-30
- 464288794 · 3.4% · long · since 2025-06-30
- 92189F676 · 3.4% · long · since 2025-06-30
- 78464A540 · 3.2% · long · since 2025-06-30
- 33733E203 · 3.0% · long · since 2025-06-30
- 33733E302 · 3.0% · long · since 2025-06-30
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