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 $207,428,883
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 109,269 $21,438,604 10.34%
2.
Vanguard Index Fds - GROWTH ETF
 40,561 $17,716,613 8.54%
3.
Ishares Trust
 HYG 173,116 $15,672,190 7.56%
4.
Ishares Trust
 IEF 184,206 $12,439,414 6%
5.
Eaton Vance Tax-Managed Diversified Equity Income Fund
 ETY 805,721 $11,110,886 5.36%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.