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
$62.3M
AUM Growth
-$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M

Top Sells

1 +$4.83M
2 +$2.97M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.7M 54.18%
567,646
-81,279
2
$15.1M 24.19%
286,054
-56,396
3
$13.5M 21.63%
151,712
+28,543