JA

James Alpha Total Hedge Portfolio | JTHAX

Mutual Fund
SARATOGA ADVANTAGE TRUST
Last update 2021-10-22 150 Stocks (7 new)
Value $9.00 Mil Turnover 21 %
Countries:
Top Holdings: IWO(3.86%)PGHY(3.78%)SNLN(2.96%)IWM(2.91%)VT(2.89%)
Summary Stock Picks Current Portfolio
James Alpha Total Hedge Portfo... Top Holdings of 2021-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWO
iShares Russell 2000 Growth ETF
1,386
429.3
+64.41%
3.860
+1.51%
0.000
+19.96%
+1.74%
11,769.5
 
PGHY
Invesco Global Short Term High Yield Bond ETF
Invesco Global Short Term High Yield Bond ETF
18,989
420.6
+12.67%
3.780
+0.42%
0.190
+3.25%
+5.05%
174.1
 
SNLN
Highland iBoxx Senior Loan ETF
20,400
329.5
+89.79%
2.960
+1.40%
0.730
0%
+0.21%
30.7
 
IWM
iShares Russell 2000 ETF
1,485
324.2
+95.39%
2.910
+1.42%
0.000
+17.95%
+1.47%
66,253.5
 
VT
Vanguard Total World Stock ETF
3,398
322.3
+18.23%
2.890
+0.45%
0.000
+16.02%
+11.37%
43,829.2
 
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
3,565
310.1
+45.81%
2.790
+0.88%
0.010
+11.44%
+7.69%
3,914.2
 
PFF
iShares U.S. Preferred Stock
8,013
299.4
+46.44%
2.690
+0.85%
0.000
+5.20%
+2.03%
13,971.8
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
5,921
288.6
+1.28%
2.590
+0.03%
0.010
-0.26%
+3.58%
3,835.0
 
IWB
iShares Russell 1000 ETF
1,160
250.8
+1,605.88%
2.250
+2.12%
0.000
+16.84%
+7.25%
42,054.9
 
RSP
Invesco S&P 500 Equal Weight ETF
1,869
250.8
-30.96%
2.250
-1.01%
0.000
+11.65%
+6.62%
73,305.4
 

James Alpha Total Hedge Portfolio's Historical Top Holdings Breakdowns

James Alpha Total Hedge Portfolio Total Holding History ($B)

To

James Alpha Total Hedge Portfolio's Asset Allocation

To

James Alpha Total Hedge Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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James Alpha Total Hedge Portfolio's Hypothetical Growth since 2021-02-28

James Alpha Total Hedge Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

James Alpha Total Hedge Portfolio's Holdings Heat Map

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James Alpha Total Hedge Portfolio's Holdings Bubble Chart

James Alpha Total Hedge Portfolio News

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