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 > Matrix Private Capital Group Llc > Profile

Instuitional Investor - Matrix Private Capital Group Llc

Fund Profile
Filing Period:
Fund Name: Matrix Private Capital Group Llc
Portfolio Value $175,526,356
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 97,795 $16,556,735 9.43%
2.
Vanguard Index Fds - GROWTH ETF
 37,792 $15,511,432 8.83%
3.
Ishares Trust
 IEF 172,271 $10,734,204 6.11%
4.
Ishares Tr - CORE MSCI EAFE
 144,712 $10,170,347 5.79%
5.
Eaton Vance Tax-Managed Diversified Equity Income Fund
 ETY 661,482 $9,889,152 5.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)