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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 $226,861,279
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 294,350 $17,407,848 7.67%
2.
Apple Inc.
 AAPL 51,480 $12,891,562 5.68%
3.
Microsoft Corp
 MSFT 23,849 $10,052,235 4.43%
4.
First Tr Exchange-Traded Fd
 313,895 $9,553,392 4.21%
5.
First Tr Morningstar Divid L
 174,835 $7,038,870 3.1%
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)