Patient Opportunity Trust

Patient Opportunity Trust is a registered fund series of Trust for Advised Portfolios (series S000055730). Net assets $1.4B as of 2023-12-31.

Profile

Advisers

Top holdings (42 reported)

Showing 15 of 42 holdings by value.

HoldingTickerValue% of fund
Expedia Group Inc$110.0M796.93%
Amazon.com Inc$87.4M632.68%
OneMain Holdings Inc$83.6M605.70%
Citigroup Inc$77.2M558.77%
Alphabet Inc$66.4M480.51%
Energy Transfer LP$62.1M449.71%
UBS Group AG$61.8M447.54%
Delta Air Lines Inc$60.3M437.00%
IAC Inc$55.0M398.29%
General Motors Co$53.9M390.18%
Meta Platforms Inc$53.1M384.49%
Mattel Inc$49.1M355.48%
United Airlines Holdings Inc$41.3M298.79%
Norwegian Cruise Line Holdings$40.1M290.25%
CVS Health Corp$37.5M271.61%

Net asset history

Report dateNet assets
2023-12-31$1.4B
2023-09-30$1.2B
2023-06-30$1.3B
2023-03-31$1.2B
2022-12-31$1.1B
2022-09-30$1.2B
2022-06-30$1.3B
2022-03-31$2.0B

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