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PODAX vs CFNDX

Shared holdings
1
PODAX covered by CFNDX
11.16%
CFNDX covered by PODAX
11.16%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PODAX (March 31, 2026)

SecurityWeight
Aristotle Core Equity Fund17.15%
Aristotle Growth Equity Fund11.43%
MONEYMKT11.16%
iShares Trust RUSSELL 1000 VALUE ETF10.05%
Aristotle Core Bond Fund6.95%
iShares Trust RUSSELL 2000 VALUE ETF5.74%
iShares Russell Mid-Cap Value ETF5.33%
Aristotle International Equity Fund4.43%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW4.42%
Aristotle Short Duration Income Fund4.40%
ISHARES RUSSELL 2000 GROWTH MUTUAL FUND3.97%
Aristotle Core Income Fund3.18%
ISHARES CORE MSCI EMERGING MUTUAL FUND2.71%
Aristotle High Yield Bond Fund2.63%
ISHARES MSCI EAFE VALUE ETF MUTUAL FUND2.27%
VANGUARD-FTSE AW0.90%
ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND0.90%
iShares JP Morgan USD Em Mkts Bd ETF0.89%
iShares Core U.S. REIT ETF - Class USD INC0.44%
ISHARES TIPS BOND ETF MUTUAL FUND0.44%
Aristotle Floating Rate Income Fund Class I0.44%
US BANK MMDA - USBGFS 90.16%

CFNDX (March 31, 2026)

SecurityWeight
Vanguard S&P 500 ETF51.41%
MONEYMKT32.68%
PRO ULTRA S&P50015.91%

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