Holdings (Monthly) Guide ↗

Aggressive Balanced Allocation Portfolio

· Saratoga Advantage Trust

Monthly Holdings $2M AUM 5 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds

All 5 Added · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	VANGUARD INDEX FUNDS	921937801	Feb 2026	26,868	+277	$279K	-1.8%	15.01%	EC
2	VANGUARD STAR FUNDS	921909818	Feb 2026	3,408	+3	$158K	+2.5%	8.48%	EC
3	DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS	26200X100	Feb 2026	138,924	+12,048	$139K	+9.5%	7.48%	STIV
4	EATON VANCE MUTUAL FUNDS TRUST	277923728	Feb 2026	7,982	+105	$72K	+0.3%	3.85%	EC
5	VANGUARD INDEX FUNDS	921937702	Feb 2026	3,328	+32	$34K	-0.6%	1.83%	EC