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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
XOMExxon Mobil Corp
Recent Activity
Decreased -2.23%
0.61%
$1.371M
12,746 shares@ $107.57 avg price
MAGSListed Fd Tr
Recent Activity
Increased 3.53%
0.57%
$1.273M
23,393 shares@ $54.43 avg price
DOGGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.39%
0.55%
$1.241M
65,177 shares@ $19.05 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -1.15%
0.53%
$1.2M
4,098 shares@ $292.74 avg price
FLBLFranklin Templeton Etf Tr
Recent Activity
Increased 0.81%
0.53%
$1.187M
48,933 shares@ $24.27 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.63%
0.51%
$1.143M
3,945 shares@ $289.78 avg price
MOAltria Group Inc
Recent Activity
Decreased -0.4%
0.51%
$1.135M
21,707 shares@ $52.29 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.29%
0.49%
$1.109M
5,665 shares@ $195.82 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.48%
0.48%
$1.072M
7,791 shares@ $137.57 avg price
LPTXLeap Therapeutics Inc
Recent Activity
Increased 12.22%
0.46%
$1.039M
361,253 shares@ $2.88 avg price