Aristotle Portfolio Optimization Aggressive Growth Fund Class C (POCEX)

POCEX Holdings Information

POCEX is a mutual fund with a total of 20 individual holdings.

• Total Holdings: 20
• Top 10 Percentage: 88.19%
• Asset Class: Equity
• Fund Category: Allocation--85%+ Equity
• Assets: 284.12M
• Forward PE Ratio: 18.62

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	ARILX	Aristotle Core Eq I	20.67%	3,620,515
2	ARIGX	Aristotle Funds Series Trust - Growth Equity Fund	13.72%	2,696,798
3	IWD	iShares Russell 1000 Value ETF	12.17%	164,163
4	ARIFX	Aristotle International Eq I	9.10%	1,971,251
5	IWN	iShares Russell 2000 Value ETF	8.99%	140,703
6	IWS	iShares Russell Mid-Cap Value ETF	6.55%	131,691
7	IWP	iShares Russell Mid-Cap Growth ETF	5.99%	124,007
8	IWO	iShares Russell 2000 Growth ETF	4.92%	43,166
9	IEMG	iShares Core MSCI Emerging Markets ETF	3.56%	150,089
10	VSS	Vanguard FTSE All-World ex-US Small-Cap ETF	2.53%	50,082
11	PLHIX	Aristotle High Yield Bond Fund Class I	2.50%	766,386
12	EFV	iShares MSCI EAFE Value ETF	2.04%	81,212
13	PLSDX	Aristotle Short Duration Income Fund Class I	2.00%	551,636
14	USRT	iShares Core U.S. REIT ETF	1.99%	99,075
15	EMB	iShares JP Morgan USD Emerging Markets Bond ETF	1.01%	29,817
16	PLEBX	Aristotle Core Bond I	1.00%	320,737
17	TIP	iShares TIPS Bond ETF	0.50%	12,999
18	PLFRX	Aristotle Floating Rate Income Fund Class I	0.50%	150,158
19	n/a	US BANK MMDA - USBGFS 9	0.45%	1,266,186
20	n/a	US DOLLARS	-0.19%	534,461