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SRHG

Stone Ridge Holdings Group Portfolio holdings

AUM $19M
1-Year Est. Return 8.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-8.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.2M
3
+$1.19M
4
BCKT
LifeX 2030 Income Bucket ETF
BCKT
+$1.07M
5
LIFT
LifeX 2028 Income Bucket ETF
LIFT
+$1.03M

Top Sells

1
+$110M
2
+$2.91M
3
+$2.86M
4
LIAT
LifeX 2059 Inflation-Protected Longevity Income ETF
LIAT
+$2.84M
5
LIAV
LifeX 2061 Inflation-Protected Longevity Income ETF
LIAV
+$2.78M

Sector Composition

1 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-17,400
27
– –
-16,300
28
– –
-1,700
29
– –
-2,100
30
– –
-2,100
31
– –
-13,600
32
– –
-15,200
33
– –
-1,500
34
– –
-1,800
35
– –
-1,100
36
– –
-1,800
37
– –
-11,600
38
– –
-1,818
39
– –
-2,000
40
– –
-2,000
41
– –
-1,000
42
– –
-1,300
43
– –
-1,818
1
2