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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
ABTAbbott Labs
Recent Activity
Increased 0.07%
0.44%
$987,093
8,727 shares@ $113.11 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -1.77%
0.44%
$980,736
15,457 shares@ $63.45 avg price
QYLDGlobal X Fds
Recent Activity
Increased 60.36%
0.43%
$953,718
52,345 shares@ $18.22 avg price
DISDisney Walt Co
Recent Activity
Decreased -5.88%
0.42%
$950,667
8,538 shares@ $111.35 avg price
PFLDEtf Ser Solutions
Recent Activity
Decreased -6.85%
0.42%
$949,831
46,198 shares@ $20.57 avg price
DIVOAmplify Etf Tr
Recent Activity
Decreased -1.69%
0.42%
$939,136
23,200 shares@ $40.48 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.39%
0.41%
$915,033
3,947 shares@ $231.83 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.66%
0.39%
$871,242
24,302 shares@ $35.86 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 4.93%
0.39%
$862,454
8,349 shares@ $103.31 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.53%
0.38%
$851,215
4,470 shares@ $190.43 avg price