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
$8.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

1 +$8.1M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.1M 100%
+1,347,408