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
$63.7M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$35.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$35.4M 55.55%
+698,174
2
$13.8M 21.69%
293,113
-130,364
3
$9.88M 15.51%
154,002
-287,339
4
$4.62M 7.25%
56,972
-109,151
5
-190,295
6
-211,818