Michael Thomas
@Matrix Trust Co
Latest period2024 - Q4ReportedManaged Assets$575.382MTotal holdings251
Assets growth rate7.59%Assets growth rate (2-Q avg)14.17%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Matrix Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 251 positions.
Assets under management
The assets under management (AUM) of Matrix Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 575.382M in assets, with a quarterly growth rate of 7.59% and a 2-quarter average growth rate of 14.17%. The portfolio is managed by Michael Thomas, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SFMSprouts Fmrs Mkt Inc
| 0.01% | $16,000 122 shares@ $131.15 avg price | Decreased -9.62% |