Verdicts genuinely change. Free email alert the moment LGOAX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Patient Opportunity Trust · Advisor Managed Portfolios
38 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 110% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 69.39% of portfolio weight is in non-compliant holdings, over the 5% threshold.
38 holdings, 34 matched (91% of weight). Portfolio as of 2026-06-30, filed 2026-08-31. Source: SEC Form N-PORT.
4.28% of this portfolio’s income is non-permissible — weighted across holdings, computed over 80% of portfolio weight (31 of 38 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
13.6% compliant 14.1% questionable 62.9% non-compliant 9.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| RPRX Royalty Pharma PLC | NON_COMPLIANT | 6.98% | AAOIFI24.4% Usmani45.2% Dow Jones Islamic60.3% S&P Shariah67.3% MSCI Islamic45.2% MSCI Islamic M-Series67.3% FTSE Shariah45.2% |
| C Citigroup Inc | NON_COMPLIANT | 6.97% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| GOOG Alphabet Inc | QUESTIONABLE | 6.67% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 6.21% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| AMZN Amazon.com Inc | QUESTIONABLE | 5.64% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| NVDA NVIDIA Corp | COMPLIANT | 4.98% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| CVS CVS Health Corp | NON_COMPLIANT | 4.51% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| QXO QXO Inc | NON_COMPLIANT | 4.48% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| NCLH Norwegian Cruise Line Holdings | NON_COMPLIANT | 4.21% | AAOIFI223.5% Usmani66.5% Dow Jones Islamic165.6% S&P Shariah179.7% MSCI Islamic66.5% MSCI Islamic M-Series179.7% FTSE Shariah62.6% |
| Precigen Warrant Restricted | UNSCREENED | 4.19% | no in-house ratios for this holding |
| ET Energy Transfer LP | NON_COMPLIANT | 4.00% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| PGEN Precigen Inc | NON_COMPLIANT | 3.66% | AAOIFI3.9% Usmani57.7% Dow Jones Islamic9.9% S&P Shariah12.7% MSCI Islamic57.7% MSCI Islamic M-Series12.7% FTSE Shariah55.1% |
| PPLI People Inc | NON_COMPLIANT | 3.62% | AAOIFI48.7% Usmani18.8% Dow Jones Islamic49.3% S&P Shariah48.2% MSCI Islamic18.8% MSCI Islamic M-Series48.2% FTSE Shariah18.8% |
| UAL United Airlines Holdings Inc | NON_COMPLIANT | 3.39% | AAOIFI93.1% Usmani39.8% Dow Jones Islamic109.0% S&P Shariah132.3% MSCI Islamic39.8% MSCI Islamic M-Series132.3% FTSE Shariah31.3% |
| Crocs Inc | UNSCREENED | 3.30% | no in-house ratios for this holding |
| META Meta Platforms Inc | QUESTIONABLE | 3.23% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| CHYM Chime Financial Inc | COMPLIANT | 2.75% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SDRL Seadrill Ltd | NON_COMPLIANT | 2.55% | AAOIFI24.4% Usmani18.4% Dow Jones Islamic32.4% S&P Shariah29.2% MSCI Islamic18.4% MSCI Islamic M-Series29.2% FTSE Shariah17.9% |
| ADBE Adobe Inc | COMPLIANT | 2.40% | AAOIFI4.5% Usmani22.6% Dow Jones Islamic4.6% S&P Shariah3.8% MSCI Islamic22.6% MSCI Islamic M-Series3.8% FTSE Shariah21.2% |
| GPN Global Payments Inc | NON_COMPLIANT | 2.35% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| ILMN Illumina Inc | COMPLIANT | 2.19% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| COIN Coinbase Global Inc | NON_COMPLIANT | 2.18% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
| Fidelity Wise Origin Bitcoin F | UNSCREENED | 2.16% | no in-house ratios for this holding |
| ADYEN.AS Adyen NV | NON_COMPLIANT | 2.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BIIB Biogen Inc | COMPLIANT | 1.99% | AAOIFI21.2% Usmani22.5% Dow Jones Islamic27.5% S&P Shariah24.3% MSCI Islamic22.5% MSCI Islamic M-Series24.3% FTSE Shariah21.3% |
| GM General Motors Co | NON_COMPLIANT | 1.73% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 1.62% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DAL Delta Air Lines Inc | NON_COMPLIANT | 1.59% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| OMF OneMain Holdings Inc | NON_COMPLIANT | 1.52% | AAOIFI304.9% Usmani82.9% Dow Jones Islamic364.4% S&P Shariah399.4% MSCI Islamic82.9% MSCI Islamic M-Series399.4% FTSE Shariah82.9% |
| FISV Fiserv Inc | NON_COMPLIANT | 1.47% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| EXPE Expedia Group Inc | NON_COMPLIANT | 1.40% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| JD JD.com Inc | NON_COMPLIANT | 1.02% | AAOIFI28.5% Usmani11.2% Dow Jones Islamic12.5% S&P Shariah13.4% MSCI Islamic11.2% MSCI Islamic M-Series13.4% FTSE Shariah6.4% |
| SOFI SoFi Technologies Inc | NON_COMPLIANT | 0.89% | AAOIFI14.6% Usmani5.5% Dow Jones Islamic15.6% S&P Shariah19.9% MSCI Islamic5.5% MSCI Islamic M-Series19.9% FTSE Shariah5.5% |
| TEM Tempus AI Inc | COMPLIANT | 0.72% | AAOIFI0.7% Usmani3.5% Dow Jones Islamic0.8% S&P Shariahpass MSCI Islamic3.5% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| N/A | UNSCREENED | 0.65% | no in-house ratios for this holding |
| QXO QXO INC | NON_COMPLIANT | 0.53% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| SFOR.L S4 Capital PLC | NON_COMPLIANT | 0.30% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| GENI Genius Sports Ltd | NON_COMPLIANT | 0.12% | AAOIFI1.7% Usmani2.7% Dow Jones Islamic21.8% S&P Shariah23.3% MSCI Islamic2.7% MSCI Islamic M-Series23.3% FTSE Shariah0.0% |
The published standards disagree about this fund by 17 points of portfolio weight — 56.1% of it passes FTSE Shariah, 38.8% passes Dow Jones Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 47.3% ratios fail on 44.9% 18.1% not rated under AAOIFI
ratios pass on 54.1% ratios fail on 34.4% 21.8% not rated under Usmani
ratios pass on 38.8% ratios fail on 53.4% 18.1% not rated under Dow Jones Islamic
ratios pass on 41.2% ratios fail on 49.3% 19.8% not rated under S&P Shariah
ratios pass on 38.9% ratios fail on 37.9% 33.4% not rated under MSCI Islamic
ratios pass on 38.8% ratios fail on 53.4% 18.1% not rated under MSCI Islamic M-Series
ratios pass on 56.1% ratios fail on 32.4% 21.8% not rated under FTSE Shariah
33 of 38 listed holdings carry our own per-methodology verdicts (100% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 29 (93% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| RPRX Royalty Pharma PLC | 6.98% |
| C Citigroup Inc | 6.97% |
| UNH UnitedHealth Group Inc | 6.21% |
| CVS CVS Health Corp | 4.51% |
| QXO QXO Inc | 4.48% |
| NCLH Norwegian Cruise Line Holdings | 4.21% |
| ET Energy Transfer LP | 4.00% |
| PGEN Precigen Inc | 3.66% |
| PPLI People Inc | 3.62% |
| UAL United Airlines Holdings Inc | 3.39% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Patient Opportunity Trust (LGOAX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| RPRXRoyalty Pharma PLC | 6.98% | Non-compliant |
| CCitigroup Inc | 6.97% | Non-compliant |
| GOOGAlphabet Inc | 6.67% | Questionable |
| UNHUnitedHealth Group Inc | 6.21% | Non-compliant |
| AMZNAmazon.com Inc | 5.64% | Questionable |
| NVDANVIDIA Corp | 4.98% | Compliant |
| CVSCVS Health Corp | 4.51% | Non-compliant |
| QXOQXO Inc | 4.48% | Non-compliant |
| NCLHNorwegian Cruise Line Holdings | 4.21% | Non-compliant |
| Precigen Warrant Restrictednot matched to a ticker | 4.19% | Not screened |
Top 10 of 38 holdings, 54.8% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for LGOAX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 6 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 39.70 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -240.39 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.09 | SELL |
| ROC (10) | -2.92 | SELL |
| Momentum (10) | -1.63 | SELL |
| EMA (10) | 55.23 | SELL |
| SMA (10) | 55.32 | SELL |
| EMA (20) | 55.48 | SELL |
| SMA (20) | 55.60 | SELL |
| EMA (30) | 55.60 | SELL |
| SMA (30) | 55.66 | SELL |
| EMA (50) | 55.51 | SELL |
| SMA (50) | 56.17 | SELL |
| EMA (100) | 54.53 | SELL |
| SMA (100) | 54.71 | SELL |
| EMA (200) | 52.23 | BUY |
| SMA (200) | 51.97 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.