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Home > Institutional Investor > Uptown Financial Advisors Llc > Profile

Instuitional Investor - Uptown Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Uptown Financial Advisors Llc
Portfolio Value $116,734,884
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 31,383 $13,758,694 11.79%
2.
Vanguard Index Fds - MID CAP ETF
 31,244 $8,743,288 7.49%
3.
Ishares Trust
 IEF 69,809 $7,629,498 6.54%
4.
Spdr Series Trust
 142,144 $7,439,869 6.37%
5.
Vanguard Bond Index Funds
 BND 82,616 $6,501,925 5.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)