Long-term investor
Uptown Financial Advisors LLC @uptownfinancialadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002066147).
Record
- Tracked since 2025-06-30 (445 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 10.6% · long · since 2025-06-30
- 46090E103 · 7.9% · long · since 2025-06-30
- IJR · 7.8% · long · since 2025-06-30
- VO · 7.4% · long · since 2025-06-30
- SPYV · 6.6% · long · since 2025-06-30
- SPEM · 5.3% · long · since 2025-06-30
- BSV · 5.1% · long · since 2025-06-30
- SPYG · 3.7% · long · since 2025-06-30
- SCHF · 3.3% · long · since 2025-06-30
- VTV · 2.7% · long · since 2025-06-30
- BIV · 2.7% · long · since 2025-06-30
- VDE · 2.5% · long · since 2025-06-30