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
$45.2M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M

Top Sells

1 +$8.75M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.3M 51.7%
267,551
+173,519
2
$21.8M 48.3%
369,001
-148,118