SRA

Summit Rock Advisors Portfolio holdings

AUM $16M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M

Top Sells

1 +$228K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$182B
$16M 100%
+176,440
KWEB icon
2
KraneShares CSI China Internet ETF
KWEB
$6.15B
-6,708