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
$69.1M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$1.8M

Top Sells

1 +$3.79M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$38.7M 55.96%
661,396
+30,824
2
$23.9M 34.52%
453,844
+305,398
3
$6.58M 9.51%
73,418
-42,343