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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 $125,891,641
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 31,383 $13,708,055 10.89%
2.
Vanguard Index Fds - MID CAP ETF
 35,450 $10,180,607 8.09%
3.
Ishares Trust
 IEF 80,157 $9,964,396 7.92%
4.
Spdr Series Trust
 161,886 $9,159,566 7.28%
5.
Vanguard Bond Index Funds
 BND 100,179 $7,855,037 6.24%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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