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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
IEPIcahn Enterprises Lp
Recent Activity
Decreased -8.68%
0.14%
$313,557
36,166 shares@ $8.67 avg price
IDMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -7.05%
0.14%
$313,361
7,711 shares@ $40.64 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -9.13%
0.14%
$308,762
1,601 shares@ $192.86 avg price
SHELShell Plc
Recent Activity
Decreased -2.84%
0.13%
$274,317
4,379 shares@ $62.65 avg price
BABoeing Co
Recent Activity
Decreased -10.77%
0.12%
$263,907
1,491 shares@ $177.0 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -11.34%
0.12%
$252,077
4,179 shares@ $60.32 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -10.55%
0.11%
$243,382
1,085 shares@ $224.32 avg price
ZTSZoetis Inc
Recent Activity
Decreased -1.46%
0.11%
$241,359
1,481 shares@ $162.98 avg price
HNDLStrategy Shs
Recent Activity
Decreased -24.38%
0.11%
$239,743
11,240 shares@ $21.33 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.88%
0.11%
$238,486
471 shares@ $506.34 avg price