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
$59.7M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$12.1M

Top Sells

1 +$2.11M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$37.6M 62.97%
695,300
+265,686
2
$12.1M 20.25%
+175,494
3
$10M 16.79%
112,821
-23,796