Saratoga Financial Services Portfolio I (SFPIX)
12.41
-0.25
(-1.97%)
USD |
Jul 15 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc | 10.09% | -- | -- | -- | -- | 0.14 | |
| V | Visa Inc | 4.51% | -- | -- | -- | -- | 0.13 | |
| MA | Mastercard Inc | 4.44% | -- | -- | -- | -- | 0.11 | |
| JPM | JPMorgan Chase & Co | 4.43% | -- | -- | -- | -- | 0.16 | |
| BAC | Bank of America Corp | 3.96% | -- | -- | -- | -- | 0.06 | |
| CB | Chubb Ltd | 3.72% | -- | -- | -- | -- | 0.04 | |
| CME | CME Group Inc | 3.66% | -- | -- | -- | -- | 0.15 | |
| WFC | Wells Fargo & Co | 3.51% | -- | -- | -- | -- | 0.12 | |
| AFL | Aflac Inc | 3.23% | -- | -- | -- | -- | 0.05 | |
| AMP | Ameriprise Financial Inc | 2.96% | -- | -- | -- | -- | 0.07 | |
| COF | Capital One Financial Corp | 2.72% | -- | -- | -- | -- | 0.13 | |
| IBKR | Interactive Brokers Group Inc | 2.42% | -- | -- | -- | -- | 0.15 | |
| CBOE | Cboe Global Markets Inc | 2.31% | -- | -- | -- | -- | 0.08 | |
| C | Citigroup Inc | 2.21% | -- | -- | -- | -- | 0.08 | |
| USB | U.S. Bancorp | 2.19% | -- | -- | -- | -- | 0.04 | |
| STT | State Street Corp | 2.18% | -- | -- | -- | -- | 0.08 | |
| SYF | Synchrony Financial | 2.16% | -- | -- | -- | -- | 0.09 | |
| EWBC | East West Bancorp Inc | 2.05% | -- | -- | -- | -- | 0.08 | |
| DSVXX | Dreyfus Inst Preferred Govt Money Market Fund Inst | 2.05% | -- | -- | -- | -- | 0.01 | |
| APO | Apollo Asset Management, Inc. | 1.92% | -- | -- | -- | -- | 0.05 | |
| SF | Stifel Financial Corp | 1.90% | -- | -- | -- | -- | 0.06 | |
| TOST | Toast Inc | 1.89% | -- | -- | -- | -- | 0.10 | |
| AXP | American Express Co | 1.83% | -- | -- | -- | -- | 0.06 | |
| SNV | Synovus Financial Corp | 1.82% | -- | -- | -- | -- | 0.06 | |
| MMC | Marsh & McLennan Companies Inc | 1.81% | -- | -- | -- | -- | -0.00 |
Showing 1 - 25 of 51 Holdings