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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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -3.07%
0.17%
$380,432
7,956 shares@ $47.82 avg price
VVisa Inc
Recent Activity
Decreased -14.56%
0.17%
$374,635
1,185 shares@ $316.15 avg price
IYHIshares Tr
Recent Activity
Decreased -0.38%
0.17%
$365,459
6,272 shares@ $58.27 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -11.97%
0.16%
$355,931
1,470 shares@ $242.13 avg price
FINXGlobal X Fds
Recent Activity
Decreased -4.22%
0.16%
$353,905
11,336 shares@ $31.22 avg price
BOTZGlobal X Fds
Recent Activity
Decreased -0.87%
0.16%
$342,835
10,730 shares@ $31.96 avg price
NFLXNetflix Inc
Recent Activity
Decreased -0.26%
0.16%
$340,484
382 shares@ $891.32 avg price
PEPPepsico Inc
Recent Activity
Decreased -7.25%
0.15%
$326,683
2,148 shares@ $152.09 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -13.66%
0.15%
$318,302
6,540 shares@ $48.68 avg price
CVSCvs Health Corp
Recent Activity
Decreased -2.53%
0.14%
$314,236
7,000 shares@ $44.9 avg price