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
$203M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$54.3M
2 +$16.7M
3 +$5.62M

Top Sells

1 +$73.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$93.2M 45.97%
1,796,570
+321,474
2
$55.2M 27.22%
604,020
+61,487
3
$54.3M 26.81%
+601,141
4
-198,639