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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 $294,194,707
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange Traded Fd
 280,764 $19,170,548 6.52%
2.
Galaxy Digital Inc.
 GLXY 879,879 $16,233,768 5.52%
3.
Apple Inc.
 AAPL 46,024 $11,680,332 3.97%
4.
Putnam Etf Trust
 207,134 $9,611,012 3.27%
5.
First Trust Exchange-Traded Alphadex Fund
 152,412 $9,553,203 3.25%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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