— Know what they know.
Not Investment Advice

PLFLX

Aristotle Floating Rate Income Fund Class A
1W: -0.1% 1M: +0.7% 3M: +0.1% YTD: -1.1% 1Y: +0.7% 3Y: +18.3% 5Y: +27.7%
$9.23
+0.00 (+0.00%)
 
Weekly Expected Move ±0.3%
$9 $9 $9 $9 $9
ETF NASDAQ · AUM $3.8B
Key Statistics
AUM$3.8B
Holdings5
Top 10 Wt3.3%
Volume0
Avg Volume0
Beta0.05
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2011-12-29
Sector Allocation
Other 105.1%
Financial Services 3.3%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 US BANK MMDA - USBGFS 9 7.64% $265.5M 265,507,278
2 CRC INSURANCE GROUP LLC 3.57% $124.0M 124,816,228
3 PROOFPOINT INC 3.56% $123.8M 127,650,953
4 GAINWELL ACQUISITION COR 2.74% $95.3M 97,912,650
5 ALLIANT HOLD / CO-ISSUER 2.54% $88.3M 88,326,000
6 ALLIED UNIVERSAL HOLDCO 2.47% $85.7M 85,594,699
7 ELLUCIAN HOLDINGS INC 2.33% $81.0M 84,347,692
8 Clear Street LLC 2.16% $75.0M 75,000,000
9 REALPAGE INC 2.15% $74.6M 76,591,795
10 HOPPER MERGER SUB INC 2.10% $73.0M 73,750,000

Recent Holding Changes

Date Holding Change Details
2026-02-28 BKLN New
2026-02-28 SJNK New
2026-02-28 SRLN New
2026-02-28 HYG New
2026-02-28 JNK New

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms