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PRAE vs POCAX

Shared holdings
2
PRAE covered by POCAX
9.99%
POCAX covered by PRAE
9.99%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 17 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PRAE (March 31, 2026)

SecurityWeight
iShares Trust RUSSELL 1000 VALUE ETF9.09%
INVESCO RAFI US 1000 ETF MUTUAL FUND8.99%
ISHARES MSCI EAFE VALUE ETF MUTUAL FUND8.53%
ISHARES MSCI EAFE SMALL CAP ETF8.49%
ISHARES MSCI EMERGING MKT SM8.23%
AVANTIS INTL S/C7.68%
AV EMERG MKT VAL7.65%
PRO ULTRA GOLD7.54%
State Street Industrial Select Sector SPDR ETF USD Class7.07%
OPTION6.08%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND5.87%
Avantis U.S. Small Cap Value ETF5.50%
PROSHARES ULTRA4.05%
Invesco DB Energy Fund3.98%
CBOE Volatility Index Futures Contracts0.72%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.48%
WHEAT SEP 260.08%

POCAX (March 31, 2026)

SecurityWeight
Aristotle Core Equity Fund16.53%
Aristotle Core Bond Fund15.82%
Aristotle Growth Equity Fund12.36%
iShares Trust RUSSELL 1000 VALUE ETF8.56%
Aristotle Core Income Fund6.94%
MONEYMKT6.53%
Aristotle Short Duration Income Fund6.49%
iShares Russell Mid-Cap Value ETF3.74%
Aristotle International Equity Fund3.74%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW3.73%
Aristotle High Yield Bond Fund3.23%
ISHARES CORE MSCI EMERGING MUTUAL FUND2.38%
ISHARES RUSSELL 2000 GROWTH MUTUAL FUND2.32%
iShares Trust RUSSELL 2000 VALUE ETF1.86%
ISHARES MSCI EAFE VALUE ETF MUTUAL FUND1.43%
iShares JP Morgan USD Em Mkts Bd ETF1.40%
Aristotle Floating Rate Income Fund Class I0.93%
VANGUARD-FTSE AW0.47%
ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND0.47%
iShares Core U.S. REIT ETF - Class USD INC0.47%
ISHARES TIPS BOND ETF MUTUAL FUND0.47%
US BANK MMDA - USBGFS 90.13%

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