SRA

Summit Rock Advisors Portfolio holdings

AUM $355K
This Quarter Return
+6.98%
1 Year Return
+15.32%
3 Year Return
+85.97%
5 Year Return
+180.9%
10 Year Return
+226.74%
AUM
$21.1M
AUM Growth
+$21.1M
Cap. Flow
+$8.03M
Cap. Flow %
38.07%
Top 10 Hldgs %
100%
Holding
3
New
1
Increased
1
Reduced
1
Closed
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ACWI icon
1
iShares MSCI ACWI ETF
ACWI
$22B
$9.8M 46.47%
154,976
-25,101
-14% -$1.59M
IEMG icon
2
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$5.69M 26.99%
+119,141
New +$5.69M
HYG icon
3
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$5.6M 26.54%
63,801
+44,736
+235% +$3.93M