SR

Summer Road Portfolio holdings

AUM $131M
1-Year Est. Return 35.43%
This Quarter Est. Return
1 Year Est. Return
+35.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$459K
2 +$87.7K
3 +$83.8K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.83K

Top Sells

1 +$78.8K
2 +$31.9K

Sector Composition

1 Healthcare 98.23%
2 Real Estate 0.64%
3 Consumer Discretionary 0.22%
4 Communication Services 0.12%
5 Consumer Staples 0.09%