SR

Summer Road Portfolio holdings

AUM $149M
1-Year Est. Return 34.14%
This Quarter Est. Return
1 Year Est. Return
+34.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.73M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

1 +$153K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.73M 100%
1,392,408
+45,000