POBCX Holdings Information

POBCX is a mutual fund with a total of 22 individual holdings. The top holdings are Aristotle Core Bond I at 23.38%, Aristotle Core Equity I at 14.29%, Aristotle Core Income I at 10.03%, Aristotle High Yield Bond I at 7.95%, and iShares Russell 1000 Value ETF at 7.35%.

Total Holdings

Top 10 Percentage

85.82%

Asset Class

n/a

Fund Category

Allocation--30% to 50% Equity

Assets

190.83M

Forward PE Ratio

18.24

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	PLEBX	Aristotle Core Bond I	23.38%	4,966,619
2	ARILX	Aristotle Core Equity I	14.29%	1,486,321
3	PLIIX	Aristotle Core Income I	10.03%	1,927,624
4	PLHIX	Aristotle High Yield Bond I	7.95%	1,605,085
5	IWD	iShares Russell 1000 Value ETF	7.35%	57,217
6	ARIGX	Aristotle Funds Series Trust - Growth Equity Fund	6.68%	763,374
7	PLSDX	Aristotle Short Duration Income I	6.47%	1,178,072
8	ARIFX	Aristotle International Equity I	4.02%	542,918
9	EMB	iShares JP Morgan USD Emerging Markets Bond ETF	2.97%	57,103
10	IWS	iShares Russell Mid-Cap Value ETF	2.66%	30,720
11	IEMG	iShares Core MSCI Emerging Markets ETF	2.35%	52,199
12	IWP	iShares Russell Mid-Cap Growth ETF	2.15%	27,838
13	IWO	iShares Russell 2000 Growth ETF	1.75%	8,507
14	IWN	iShares Russell 2000 Value ETF	1.63%	14,096
15	EFV	iShares MSCI EAFE Value ETF	1.57%	36,887
16	TIP	iShares TIPS Bond ETF	1.46%	24,312
17	PLFRX	Aristotle Floating Rate Income I	1.41%	280,500
18	EFG	iShares MSCI EAFE Growth ETF	0.54%	8,145
19	VSS	Vanguard FTSE All-World ex-US Small-Cap ETF	0.54%	6,231
20	USRT	iShares Core U.S. REIT ETF	0.53%	15,156
21	n/a	US DOLLARS	0.20%	369,802
22	n/a	US BANK MMDA - USBGFS 9	0.06%	117,720

As of May 31, 2026