StockDriftsStockDriftsTop 50 Matrix Private Capital Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 10.34% | 109.3K | $21.4M | +0.61%(+663) | $128.23(+61.17%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.54% | 40.6K | $17.7M | +1.72%(+686) | $40.27(+117.12%) | 2026-03-31 | |
| IEFA | ISHARES TR | 7.56% | 173.1K | $15.7M | +4.48%(+7.42K) | $68.99(+38.01%) | 2026-03-31 | |
| IJH | ISHARES TR | 6% | 184.2K | $12.4M | +7.07%(+12.16K) | $49.43(+46.11%) | 2026-03-31 | |
| ETY | EATON VANCE TAX-MANAGED DIVE | 5.36% | 805.7K | $11.1M | +16.39%(+113.44K) | $13.13(+12.56%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.87% | 81.2K | $10.1M | +7.03%(+5.34K) | $91.70(+46.05%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 4.23% | 143.1K | $8.8M | -3.46%(-5.13K) | $27.71(+114.47%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.99% | 153.1K | $8.3M | +10.90%(+15.04K) | $45.65(+28.02%) | 2026-03-31 | |
| MLPA | GLOBAL X FDS | 3.68% | 141.8K | $7.6M | +12.20%(+15.42K) | $45.58(+21.53%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.65% | 106.0K | $5.5M | +7.06%(+6.99K) | $52.76(-1.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.68% | +39.29% |
| Top 20 Holdings Unweighted | +12.62% | +42.85% |
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