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
$147M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$4.07M
2 +$886K

Top Sells

1 +$5.25M
2 +$559K
3 +$516K

Sector Composition

1 Healthcare 0%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$98.9M 67.39%
1,131,109
+46,505
2
$47.9M 32.61%
345,250
+6,388
3
-25,751
4
-102,880
5
-66,600