POMDX Holdings Information

POMDX is a mutual fund with a total of 22 individual holdings. The top holdings are Aristotle Core Equity I at 18.39%, Aristotle Core Bond I at 15.34%, Aristotle Growth Equity I at 14.63%, iShares Russell 1000 Value ETF at 9.50%, and Aristotle Core Income I at 6.76%.

Total Holdings

Top 10 Percentage

86.23%

Asset Class

n/a

Fund Category

Allocation--50% to 70% Equity

Assets

692.49M

Forward PE Ratio

19.92

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	n/a	Aristotle Core Equity I	18.39%	7,107,658
2	n/a	Aristotle Core Bond I	15.34%	12,107,463
3	n/a	Aristotle Growth Equity I	14.63%	6,211,317
4	IWD	iShares Russell 1000 Value ETF	9.50%	274,703
5	n/a	Aristotle Core Income I	6.76%	4,827,387
6	n/a	Aristotle Short Duration Income I	6.29%	4,254,334
7	IWP	iShares Russell Mid-Cap Growth ETF	4.14%	199,345
8	IWS	iShares Russell Mid-Cap Value ETF	4.10%	175,991
9	n/a	Aristotle International Equity I	3.91%	1,959,556
10	n/a	Aristotle High Yield Bond I	3.18%	2,386,445
11	IEMG	iShares Core MSCI Emerging Markets ETF	2.83%	233,626
12	IWO	iShares Russell 2000 Growth ETF	2.81%	50,765
13	IWN	iShares Russell 2000 Value ETF	2.09%	67,292
14	EFV	iShares MSCI EAFE Value ETF	1.51%	132,076
15	EMB	iShares JP Morgan USD Emerging Markets Bond ETF	1.43%	102,229
16	PLFRX	Aristotle Floating Rate Income I	0.91%	675,316
17	EFG	iShares MSCI EAFE Growth ETF	0.52%	29,165
18	VSS	Vanguard FTSE All-World ex-US Small-Cap ETF	0.52%	22,312
19	USRT	iShares Core U.S. REIT ETF	0.51%	54,265
20	TIP	iShares TIPS Bond ETF	0.47%	29,016
21	n/a	US DOLLARS	0.13%	879,038
22	n/a	US BANK MMDA - USBGFS 9	0.04%	255,652

As of May 31, 2026