Saratoga Financial Services Portfolio's Saratoga Financial Services Portfolio (SFPIX) has disclosed 51 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2024-08-31. The current portfolio value is calculated to be $1.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 12%.
Saratoga Financial Services Portfolio (SFPIX)'s
Total Assets is $1.50 Mil , Total Liabilities is $22,080.00 , Net Assets is $1.48 Mil.
In Saratoga Financial Services Portfolio (SFPIX)'s current portfolio as of 2024-08-31, the top 5 holdings are
Berkshire Hathaway Inc (BRK.B), JPMorgan Chase & Co (JPM), Bank of America Corp (BAC), Mastercard Inc (MA) and Chubb Ltd (CB),
not including call and put options.
Saratoga Financial Services Portfolio (SFPIX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for Saratoga Financial Services Portfolio (SFPIX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for Saratoga Financial Services Portfolio (SFPIX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Saratoga Financial Services Portfolio.