Aristotle Portfolio Optimization Moderate Conservative Fund Latest Trades, 13F, 13D/G

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	Aristotle Portfolio Optimization Moderate Conservative Fund \| POBAX Mutual Fund
	Aristotle Portfolio Optimization Moderate Conservative Fund

	Last update 2025-06-23	11 Stocks (6 new)
	Value $51.00 Mil	Turnover 66 %
	Countries: Top Holdings: IWD(34.53%)IWP(14.44%)EFV(12.69%)TIP(9.32%)IWN(9.05%) SEC Filings Portfolio Report

Aristotle Portfolio Optimization Moderate Conservative Fund's Aristotle Portfolio Optimization Moderate Conservative Fund (POBAX) has disclosed 11 total holdings in their latest N-PORT filing with the SEC for the portfolio date of 2025-03-31. The current portfolio value is calculated to be $51.00 Mil, only including common equities, preferred equities, ETFs, options and warrants for equities. The turnover rate is 66%.

Aristotle Portfolio Optimization Moderate Conservative Fund (POBAX)'s Total Assets is $188.97 Mil , Total Liabilities is $1.93 Mil , Net Assets is $187.04 Mil.

In Aristotle Portfolio Optimization Moderate Conservative Fund (POBAX)'s current portfolio as of 2025-03-31, the top 5 holdings are iShares Russell 1000 Value ETF (IWD), iShares Russell Mid-Cap Growth ETF (IWP), iShares MSCI EAFE Value ETF (EFV), iShares TIPS Bond ETF (TIP) and iShares Russell 2000 Value ETF (IWN), not including call and put options. Aristotle Portfolio Optimization Moderate Conservative Fund (POBAX) did not buy any new stocks in the current portfolio.

Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for Aristotle Portfolio Optimization Moderate Conservative Fund (POBAX), as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.

Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for Aristotle Portfolio Optimization Moderate Conservative Fund (POBAX), which include data from form N-PORT.

Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Aristotle Portfolio Optimization Moderate Conservative Fund.

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Aristotle Portfolio Optimization Moderate Conservative Fund | POBAX

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