AP
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Aristotle Portfolio Optimization Aggressive Growth Fund | POCEXMutual Fund | |
| Aristotle Portfolio Optimization Aggressive Growth Fund | |
| Last update 2025-06-23 | 10 Stocks (6 new) |
| Value $118.00 Mil | Turnover 73 % |
Aristotle Portfolio Optimizati... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWD | iShares Russell 1000 Value ETF | 186,297 | 35,053.6 | New Holding | 29.760 | +29.76% | 0.060 | +9.31% | +7.56% | 64,621.3 | ||
IWN | iShares Russell 2000 Value ETF | 109,312 | 16,503.9 | +25.11% | 14.010 | +2.81% | 0.160 | +15.93% | +1.26% | 11,390.1 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 140,123 | 16,463.0 | New Holding | 13.980 | +13.98% | 0.100 | +23.79% | +10.65% | 22,300.7 | ||
IWS | iShares Russell Mid-Cap Value ETF | 92,219 | 11,616.8 | New Holding | 9.860 | +9.86% | 0.090 | +11.95% | +5.11% | 14,453.5 | ||
EFV | iShares MSCI EAFE Value ETF | 151,027 | 8,901.5 | +93.96% | 7.560 | +3.66% | 0.040 | +12.70% | +24.54% | 26,221.2 | ||
IWO | iShares Russell 2000 Growth ETF | 34,359 | 8,779.8 | +8.69% | 7.450 | +0.60% | 0.090 | +19.96% | +1.74% | 11,769.5 | ||
USRT | iShares Core U.S. REIT ETF | 135,846 | 7,824.7 | New Holding | 6.640 | +6.64% | 0.260 | +3.80% | +0.91% | 2,971.6 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 65,433 | 7,564.1 | +39.31% | 6.420 | +1.81% | 0.100 | +18.85% | +18.69% | 8,395.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 70,406 | 3,799.8 | New Holding | 3.230 | +3.23% | 0.000 | +15.43% | +17.51% | 96,608.3 | ||
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 14,215 | 1,287.7 | New Holding | 1.090 | +1.09% | 0.010 | +4.24% | +6.67% | 13,780.5 |
Aristotle Portfolio Optimization Aggressive Growth Fund's Historical Top Holdings Breakdowns
Aristotle Portfolio Optimization Aggressive Growth Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 2025-03-31 | Sold Out Sold Out | -36.26% | 167.73 ($174.39) 179.21 | $179.63 | 3.00% | Sold Out | 0 | -261,962 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | New Buy New Buy | +29.76% | 182.82 ($190.45) 196.21 | $197.41 | 3.65% | New holding | 186,297 | 186,297 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | New Buy New Buy | +13.98% | 114.9 ($128.55) 139.6 | $139.99 | 8.90% | New holding | 140,123 | 140,123 | |
VOT | Vanguard Mid-Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -12.89% | 237.55 ($260.02) 276.98 | $286.69 | 10.26% | Sold Out | 0 | -62,160 | |
VOE | Vanguard Mid-Cap Value ETF | 2025-03-31 | Sold Out Sold Out | -11.90% | 156.61 ($163.49) 168.02 | $167.42 | 2.40% | Sold Out | 0 | -89,978 | |
IWS | iShares Russell Mid-Cap Value ETF | 2025-03-31 | New Buy New Buy | +9.86% | 122.59 ($130.21) 135.24 | $134.95 | 3.64% | New holding | 92,219 | 92,219 | |
USRT | iShares Core U.S. REIT ETF | 2025-03-31 | New Buy New Buy | +6.64% | 55.14 ($57.92) 60.29 | $57.20 | -1.24% | New holding | 135,846 | 135,846 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Sold Out Sold Out | -6.47% | 85.55 ($90.76) 94.34 | $90.02 | -0.82% | Sold Out | 0 | -88,882 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Sold Out Sold Out | -4.45% | 42.5 ($45.01) 46.71 | $50.02 | 11.13% | Sold Out | 0 | -123,475 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Add Add | +3.66% | 51.88 ($56.57) 60.73 | $63.95 | 13.05% | Add 93.96% | 151,027 | 73,162 |
Aristotle Portfolio Optimization Aggressive Growth Fund Total Holding History ($B)
Aristotle Portfolio Optimization Aggressive Growth Fund's Asset Allocation
Aristotle Portfolio Optimization Aggressive Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Aristotle Portfolio Optimization Aggressive Growth Fund's Hypothetical Growth since 2025-03-31
Aristotle Portfolio Optimization Aggressive Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aristotle Portfolio Optimization Aggressive Growth Fund's Holdings Heat Map
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Aristotle Portfolio Optimization Aggressive Growth Fund's Holdings Bubble Chart
Aristotle Portfolio Optimization Aggressive Growth Fund News
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