Richard S. Fuld - Matrix Private Capital Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 139 | |
| Portfolio Value | $167.23M |
Matrix Private Capital Group Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| ETF | 72.72% | |
| Financial Services | 10.38% | |
| Technology | 6.51% | |
| Energy | 2.97% | |
| Healthcare | 1.59% | |
| Consumer Defensive | 1.45% | |
| Consumer Cyclical | 1.42% | |
| Communication Services | 1.28% | |
| Industrials | 1.08% | |
| Utilities | 0.16% | |
| Basic Materials | 0.07% | |