Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $358,153,675
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange Traded Fd
 282,820 $22,141,991 6.18%
2.
Galaxy Digital Inc.
 GLXY 902,328 $20,518,939 5.73%
3.
First Trust Exchange-Traded Alphadex Fund
 FXN 144,237 $14,869,441 4.15%
4.
Putnam Etf Trust
 277,051 $14,578,398 4.07%
5.
Apple Inc.
 AAPL 42,344 $14,101,233 3.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.