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
$46.8M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$3.03M

Top Sells

1 +$97K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$46.8M 100%
5,618,424
+363,636
2
-250,000