# Portfolio overlap — LGWIX vs POCEX

Comparing **Ladenburg Growth Fund** (2026-03-31) and **Aristotle Portfolio Optimization Aggressive Growth Fund** (2026-03-31).

- Shared positions: 1
- Ladenburg Growth Fund covered by Aristotle Portfolio Optimization Aggressive Growth Fund: 0.05320284846955825503856201303
- Aristotle Portfolio Optimization Aggressive Growth Fund covered by Ladenburg Growth Fund: 0.05320284846955825503856201303

## Ladenburg Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LG VAL | 0.266252 |  |
| SCHW-US L/C GRW | 0.205430 |  |
| WisdomTree U.S. Value Fund | 0.091266 |  |
| Avantis U.S. Small Cap Value ETF | 0.074003 |  |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.054227 | ✓ |
| INVESCO S&P SMAL | 0.051531 |  |
| FMR-ENH INTL | 0.050603 |  |
| Invesco Total Return Bond ETF | 0.049685 |  |
| JPM HG EQ ETF | 0.048362 |  |
| Vanguard Intermediate-Term Bond ETF | 0.040046 |  |
| PIMCO Active Bond Exchange-Traded Fund | 0.039932 |  |
| FRST AM-GV OB-X | 0.028661 |  |

## Aristotle Portfolio Optimization Aggressive Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Aristotle Core Equity Fund | 0.187205 |  |
| Aristotle Growth Equity Fund | 0.125244 |  |
| MONEYMKT | 0.107501 |  |
| iShares Trust RUSSELL 1000 VALUE ETF | 0.088940 |  |
| Aristotle International Equity Fund | 0.080144 |  |
| iShares Trust RUSSELL 2000 VALUE ETF | 0.079729 |  |
| iShares Russell Mid-Cap Value ETF | 0.062335 |  |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.053203 | ✓ |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.053096 |  |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.031682 |  |
| Aristotle High Yield Bond Fund | 0.026377 |  |
| VANGUARD-FTSE AW | 0.018069 |  |
| iShares Core U.S. REIT ETF - Class USD INC | 0.017842 |  |
| Aristotle Short Duration Income Fund | 0.017666 |  |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 0.013637 |  |
| iShares JP Morgan USD Em Mkts Bd ETF | 0.008890 |  |
| Aristotle Core Bond Fund | 0.008425 |  |
| Aristotle Core Income Fund | 0.004866 |  |
| ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND | 0.004511 |  |
| ISHARES TIPS BOND ETF MUTUAL FUND | 0.004447 |  |
| Aristotle Floating Rate Income Fund Class I | 0.004411 |  |
| US BANK MMDA - USBGFS 9 | 0.001780 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-007562` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1314414/000091047226007562/0000910472-26-007562-index.htm>
- N-PORT (fund B) — accession `0000894189-26-015796` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1959372/000089418926015796/0000894189-26-015796-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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