SRA
Summit Rock Advisors Portfolio holdings
AUM
$355K
This Quarter Return
+12.08%
1 Year Return
+15.32%
3 Year Return
+85.97%
5 Year Return
+180.9%
10 Year Return
+226.74%
AUM
$287M
AUM Growth
+$287M
(+33%)
Cap. Flow
+$56.2M
Cap. Flow
% of AUM
19.6%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
12
New
7
Increased
1
Reduced
2
Closed
2
Top Buys
Top Sells
1 |
iShares MSCI ACWI ETF
ACWI
|
$81.9M |
2 |
iShares Core S&P US Value ETF
IUSV
|
$60.9M |
3 |
iShares US Treasury Bond ETF
GOVT
|
$13.9M |
4 |
Phathom Pharmaceuticals
PHAT
|
$14.2K |
Sector Composition
1 | Healthcare | 0.62% |