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
$122M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$57.8M
2 +$4.05M
3 +$369K

Top Sells

1 +$45.3M
2 +$11.1M

Sector Composition

1 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.8M 47.57%
+917,728
2
$55M 45.24%
694,015
-140,141
3
$4.32M 3.55%
14,600
-153,094
4
$4.05M 3.33%
+29,868
5
$369K 0.3%
+18,282