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
$25.3M
AUM Growth
+$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

1 +$622K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25.3M 100%
6,094,761
+150,000