Portfolio (Quarterly)
Guide ↗
Uptown Financial Advisors LLC
· CIK 0002066147| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MCI | BARINGS CORPORATE INVS | Financial Services | 20,594 | $374K | 0.27% | SOLD |
| 2 | — | SOURCE CAPITAL | — | 6,042 | $276K | 0.20% | SOLD |
| 3 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 31,600 | $256K | 0.18% | SOLD |
| 4 | TSLA | TESLA INC | Consumer Cyclical | 509 | $229K | 0.16% | SOLD |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 743 | $220K | 0.16% | SOLD |
| 6 | JBBB | JANUS DETROIT STR TR | — | 4,265 | $203K | 0.15% | SOLD |
| 7 | PCN | PIMCO CORPORATE & INCM STRG | Financial Services | 11,050 | $141K | 0.10% | SOLD |
Sector Allocation
Energy
32.4%
Technology
26.5%
Financial Services
25.9%
Communication Services
8.2%
Healthcare
5.5%
Consumer Cyclical
1.4%