POCAX Holdings Information

POCAX is a mutual fund with a total of 29 individual holdings. The top holdings are Aristotle Core Equity I at 22.87%, Aristotle Core Bond I at 10.75%, Aristotle Growth Equity I at 9.38%, iShares S&P 500 Value ETF at 8.90%, and Aristotle High Yield Bond I at 6.88%.

Total Holdings

Top 10 Percentage

80.11%

Asset Class

n/a

Fund Category

Allocation--50% to 70% Equity

Assets

692.49M

Forward PE Ratio

18.74

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	ARILX	Aristotle Core Equity I	22.87%	8,532,938
2	PLEBX	Aristotle Core Bond I	10.75%	8,464,969
3	ARIGX	Aristotle Growth Equity I	9.38%	4,072,915
4	n/a	iShares S&P 500 Value ETF	8.90%	258,431
5	PLHIX	Aristotle High Yield Bond I	6.88%	5,125,141
6	PLSRX	Aristotle Strategic Income I	5.62%	3,688,314
7	ARIFX	Aristotle International Equity I	4.51%	2,155,693
8	PLFRX	Aristotle Floating Rate Income I	3.97%	2,892,442
9	PLIIX	Aristotle Core Income I	3.68%	2,618,040
10	MDYV	State Street SPDR S&P 400 Mid Cap Value ETF	3.55%	251,386
11	EFV	iShares MSCI EAFE Value ETF	2.96%	246,689
12	EFG	iShares MSCI EAFE Growth ETF	2.77%	153,320
13	SLYV	State Street SPDR S&P 600 Small Cap Value ETF	2.52%	156,198
14	SLYG	State Street SPDR S&P 600 Small Cap Growth ETF	1.97%	115,211
15	EMB	iShares JP Morgan USD Emerging Markets Bond ETF	1.48%	105,266
16	IJK	iShares S&P Mid-Cap 400 Growth ETF	1.30%	77,922
17	PAVE	Global X U.S. Infrastructure Development ETF	1.17%	139,138
18	IGF	iShares Global Infrastructure ETF	1.08%	108,923
19	IEMG	iShares Core MSCI Emerging Markets ETF	0.96%	83,145
20	REET	iShares Global REIT ETF	0.69%	164,717
21	IJT	iShares S&P Small-Cap 600 Growth ETF	0.66%	25,762
22	BND	Vanguard Total Bond Market ETF	0.41%	37,794
23	ELFY	ALPS Electrification Infrastructure ETF	0.38%	62,861
24	DTCR	Global X Data Center And Digital Infrastructure ETF	0.36%	89,314
25	IBIT	iShares Bitcoin Trust ETF	0.32%	59,637

Showing 25 of 29 holdings

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As of Jul 31, 2026