Patient Opportunity Trust C (LMOPX)
44.69
-0.04
(-0.09%)
USD |
Apr 29 2026
LMOPX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.04% |
| Stock | 104.3% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -4.35% |
Market Capitalization
As of March 31, 2026
| Large | 40.84% |
| Mid | 17.82% |
| Small | 41.33% |
Region Exposure
| Americas | 99.64% |
|---|---|
|
North America
|
95.64% |
| United States | 95.64% |
|
Latin America
|
4.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.32% |
|---|---|
| United Kingdom | 0.40% |
|
Europe Developed
|
1.91% |
| Switzerland | 1.91% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 1.36% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
1.36% |
| China | 1.36% |
| Unidentified Region | -3.32% |
|---|
Stock Sector Exposure
| Cyclical |
|
34.06% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
17.01% |
| Financials |
|
17.04% |
| Real Estate |
|
0.00% |
| Sensitive |
|
37.04% |
| Communication Services |
|
14.04% |
| Energy |
|
6.14% |
| Industrials |
|
9.36% |
| Information Technology |
|
7.50% |
| Defensive |
|
23.44% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
23.44% |
| Utilities |
|
0.00% |
| Not Classified |
|
5.47% |
| Non Classified Equity |
|
5.47% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |