SRA

Summit Rock Advisors Portfolio holdings

AUM $355K
1-Year Est. Return 15.32%
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355K
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$355K

Top Sells

1
+$119M
2
+$24.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSS icon
1
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.91B
$355K 100%
+2,645
IWP icon
2
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
– –
-210,489
VTWO icon
3
Vanguard Russell 2000 ETF
VTWO
$12.9B
– –
-1,478,312