test

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
FFord Mtr Co
Recent Activity
Decreased -20.3%
0.1%
$221,690
22,393 shares@ $9.9 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -11.04%
0.1%
$211,442
1,128 shares@ $187.45 avg price
PKWInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.6%
0.09%
$203,262
1,766 shares@ $115.1 avg price
DVNDevon Energy Corp New
Recent Activity
Decreased -12.69%
0.09%
$203,210
6,209 shares@ $32.73 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -5.92%
0.09%
$200,706
762 shares@ $263.4 avg price