SRA
Summit Rock Advisors Portfolio holdings
AUM
$355K
This Quarter Return
-23.2%
1 Year Return
+15.32%
3 Year Return
+85.97%
5 Year Return
+180.9%
10 Year Return
+226.74%
AUM
$89M
AUM Growth
+$89M
(-27%)
Cap. Flow
-$5.53M
Cap. Flow
% of AUM
-6.21%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
1
Increased
1
Reduced
1
Closed
3
Top Buys
1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$15.9M |
2 |
iShares MSCI ACWI ETF
ACWI
|
$6.14M |
Top Sells
1 |
iShares Core S&P US Value ETF
IUSV
|
$18.8M |
2 |
Vanguard S&P 500 ETF
VOO
|
$4.32M |
3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.05M |
4 |
Eventbrite
EB
|
$369K |
Sector Composition
1 | Communication Services | 0% |