SRA
Summit Rock Advisors Portfolio holdings
AUM
$355K
This Quarter Return
+17.62%
1 Year Return
+15.32%
3 Year Return
+85.97%
5 Year Return
+180.9%
10 Year Return
+226.74%
AUM
$107M
AUM Growth
+$107M
(+21%)
Cap. Flow
+$9.5M
Cap. Flow
% of AUM
8.85%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
4
Increased
1
Reduced
–
Closed
2
Top Buys
1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$14.8M |
2 |
iShares MSCI ACWI ETF
ACWI
|
$12.2M |
3 |
Vanguard S&P 500 ETF
VOO
|
$11.2M |
4 |
iShares Convertible Bond ETF
ICVT
|
$9.61M |
5 |
Phathom Pharmaceuticals
PHAT
|
$1.14M |
Top Sells
1 |
iShares Core S&P US Value ETF
IUSV
|
$23.5M |
2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$15.9M |
Sector Composition
1 | Healthcare | 1.07% |