Aristotle Portfolio Optimization Aggressive Growth Fund Class C (POCEX) is a Allocation--85%+ Equity fund with $264.95 Million in assets. The fund allocates 94.82% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Aristotle Growth Equity Fund at 14.04% of total assets. This is followed by Vanguard Value ETF (16.51%) and Aristotle Core Equity Fund (20.99%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Aristotle Growth Equity Fund | 14.04% | - | - |
| Vanguard Value ETF | 16.51% | - | - |
| Aristotle Core Equity Fund | 20.99% | - | - |
| Aristotle International Equity Fund | 8.98% | - | - |
| Vanguard Mid-Cap Value ETF | 6.98% | - | - |
| Vanguard Mid-Cap Growth ETF | 5.97% | - | - |
| iShares Russell 2000 Value ETF | 9.93% | - | - |
| Aristotle Core Income Fund | 3.93% | - | - |
| iShares Russell 2000 Growth ETF | 4.48% | - | - |
| Vanguard FTSE Emerging Markets ETF | 3.01% | - | - |
| iShares Russell 1000 Value ETF | 11.99% | - | - |
| iShares Russell Mid-Cap Growth ETF | 6.45% | - | - |
| iShares Russell Mid-Cap Value ETF | 6.01% | - | - |
| iShares MSCI EAFE Value ETF | 3.50% | - | - |
| iShares Core U.S. REIT ETF | 2.52% | - | - |
| Vanguard FTSE All World ex-US Small-Cap ETF | 2.99% | - | - |