MPCG
Matrix Private Capital Group Portfolio holdings
AUM
$170M
This Quarter Return
+7.37%
1 Year Return
+15.92%
3 Year Return
+56.25%
5 Year Return
+95.22%
10 Year Return
–
AUM
$95.3M
AUM Growth
–
Cap. Flow
+$95.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.04%
Holding
197
New
197
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$3.03M |
| 2 |
Vanguard Growth ETF
VUG
|
$2.95M |
| 3 |
Apple
AAPL
|
$2.76M |
| 4 |
iShares Select Dividend ETF
DVY
|
$2.17M |
| 5 |
Vanguard Value ETF
VTV
|
$2.04M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 8.68% |
| 2 | Energy | 8.09% |
| 3 | Technology | 7.93% |
| 4 | Healthcare | 6.2% |
| 5 | Communication Services | 3.92% |
