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Home > Institutional Investor > Key Client Fiduciary Advisors, Llc > Profile

Instuitional Investor - Key Client Fiduciary Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Key Client Fiduciary Advisors, Llc
Portfolio Value $163,050,204
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 46,972 $9,043,501 5.24%
2.
First Tr Exchange-Traded Fd
 174,198 $9,000,816 5.22%
3.
Microsoft Corp
 MSFT 23,894 $8,984,934 5.21%
4.
First Tr Exchange-Traded Fd
 322,420 $8,207,233 4.76%
5.
First Tr Morningstar Divid L
 182,853 $6,560,775 3.8%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)