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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 $167,230,783
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 100,415 $17,345,768 10.37%
2.
Vanguard Index Fds - GROWTH ETF
 38,689 $14,346,562 8.58%
3.
Ishares Tr - CORE MSCI EAFE
 147,024 $11,122,352 6.65%
4.
Ishares Trust
 IEF 171,537 $10,009,166 5.99%
5.
Eaton Vance Tax-Managed Diversified Equity Income Fund
 ETY 646,963 $9,225,688 5.52%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)