Richard A. Flora

@Key Client Fiduciary Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$226.861M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GSGoldman Sachs Group Inc Recent Activity Decreased -5.78%	0.28%	$634,106 1,107 shares@ $572.82 avg price	Decreased -5.78%
XLFSelect Sector Spdr Tr Recent Activity Increased 0.1%	0.28%	$630,225↓ Put 13,040 shares@ $48.34 avg price	Increased 0.1%
FLQLFranklin Templeton Etf Tr Recent Activity Increased 0.02%	0.28%	$615,943 10,504 shares@ $58.64 avg price	Increased 0.02%
CAVACava Group Inc Recent Activity Increased 3.92%	0.27%	$604,157 5,356 shares@ $112.81 avg price	Increased 3.92%
IWYIshares Tr Recent Activity Increased 0.12%	0.27%	$603,477 2,565 shares@ $235.28 avg price	Increased 0.12%
IVVIshares Tr Recent Activity Decreased -0.48%	0.27%	$601,067 1,021 shares@ $588.71 avg price	Decreased -0.48%
SPYINeos Etf Trust Recent Activity Increased 157.78%	0.27%	$600,004 11,806 shares@ $50.83 avg price	Increased 157.78%
VFFVillage Farms Intl Inc Recent Activity Increased 2.31%	0.27%	$592,501 768,483 shares@ $0.78 avg price	Increased 2.31%
XLPSelect Sector Spdr Tr Recent Activity Increased 2.17%	0.26%	$586,428 7,460 shares@ $78.61 avg price	Increased 2.17%
PDIPimco Dynamic Income Fd Recent Activity Increased 14.78%	0.26%	$582,323 31,752 shares@ $18.34 avg price	Increased 14.78%