Holdings of Moderately Aggressive Balanced Allocation Portfolio
SARATOGA ADVANTAGE TRUST · 10 declared positions · as of Feb 28, 2026
Original filing · Net assets 1.3M $ · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Funds 6.1 %
- Unattributed 93.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 10 | 1.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Vanguard Bond Index Funds | 24,402 | 260.6K $ | 19.97 % |
| 2 | Saratoga Advantage Trust | 7,136 | 201.7K $ | 15.45 % |
| 3 | Saratoga Advantage Trust | 7,077 | 200.6K $ | 15.37 % |
| 4 | Saratoga Advantage Trust | 13,368 | 176.6K $ | 13.53 % |
| 5 | Saratoga Advantage Trust | 13,233 | 96.9K $ | 7.42 % |
| 6 | Vanguard Star Fund | 1,624 | 73.3K $ | 5.62 % |
| 7 | Eaton Vance Mutual Funds Trust | 7,258 | 65.8K $ | 5.04 % |
| 8 | Saratoga Advantage Trust | 2,266 | 57.7K $ | 4.42 % |
| 9 | Saratoga Advantage Trust | 1,203 | 33.1K $ | 2.54 % |
| 10 | Vanguard Bond Index Funds | 3,038 | 31.5K $ | 2.41 % |