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
$71.1M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$36.1M

Top Sells

1 +$17.3M
2 +$12.1M
3 +$4.62M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47.2M 66.37%
654,417
+500,415
2
$20.9M 29.36%
381,683
-316,491
3
$3.04M 4.27%
58,726
-234,387
4
-56,972