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Richard A. Flora

@Key Client Fiduciary Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$226.861MTotal holdings189
Assets growth rate1.53%Assets growth rate (2-Q avg)6.29%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Key Client Fiduciary Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Key Client Fiduciary Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 226.861M in assets, with a quarterly growth rate of 1.53% and a 2-quarter average growth rate of 6.29%. The portfolio is managed by Richard A. Flora, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CALFPacer Fds Tr
Recent Activity
Exited
0%
$683,371
14,690 shares@ $46.52 avg price
DOWDow Inc
Recent Activity
Exited
0%
$283,746
5,194 shares@ $54.63 avg price
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$265,032
1,140 shares@ $232.49 avg price
RRXRegal Rexnord Corporation
Recent Activity
Exited
0%
$255,621
1,541 shares@ $165.88 avg price
INCOColumbia Etf Tr Ii
Recent Activity
Exited
0%
$225,310
2,928 shares@ $76.96 avg price
DKNGDraftkings Inc New
Recent Activity
Exited
0%
$222,656
5,680 shares@ $39.2 avg price
PSXPhillips 66
Recent Activity
Exited
0%
$219,780
1,672 shares@ $131.45 avg price
TPLTexas Pacific Land Corporati
Recent Activity
Exited
0%
$211,485
239 shares@ $884.88 avg price
SHVIshares Tr
Recent Activity
Exited
0%
$209,004
1,889 shares@ $110.65 avg price
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$203,528
1,493 shares@ $136.33 avg price