Patient Opportunity Trust - Class A (LGOAX)

41.56000 USD

0.37

0.88%

Last update Jul 14, 9:30 AM EDT

Post-market

Previous close

41.93000

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Patient Opportunity Trust - Class A

41.56

0.37

0.88%

Overview
Performance
Risk
Historical data
Composition
Sustainability
Purchase info

Composition

Weight by sector

28.46% Consumer Cyclical

16.49% Communication Services

16.24% Healthcare

15.26% Financial Services

9.57% Energy

8.88% Technology

Consumer Cyclical

28.46%

Communication Services

16.49%

Healthcare

16.24%

Financial Services

15.26%

Energy

9.57%

Technology

8.88%

Industrials

4.07%

Utilities

1.02%

Asset allocation

97.10% Stocks

Stocks

97.10%

Cash

-0.67%

Top 10 holdings (45.36% of total assets)

5.54% Amazon.com Inc

Alphabet Inc Class A GOOGL

4.75%

Royalty Pharma PLC Class A RPRX

4.57%

Energy Transfer LP ET

4.57%

CVS Health Corp CVS

4.38%

Meta Platforms Inc Class A META

4.21%

IAC Inc Ordinary Shares - New IAC

3.86%

General Motors Co GM

3.65%