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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 $132,470,165
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 85,498 $12,782,094 9.64%
2.
Vanguard Index Fds
 32,959 $10,246,276 7.73%
3.
Ishares Tr
 122,520 $8,619,270 6.5%
4.
Ishares Trust
 IEF 26,928 $7,463,827 5.63%
5.
Eaton Vance Tax-Managed Diversified Equity Income Fund
 ETY 603,127 $7,352,113 5.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)