LM
Legg Mason Portfolio holdings
AUM
$127M
This Quarter Return
+2.17%
1 Year Return
-6.76%
3 Year Return
+1.64%
5 Year Return
+123.22%
10 Year Return
–
AUM
$832K
AUM Growth
+$832K
(-92%)
Cap. Flow
-$9.67M
Cap. Flow
% of AUM
-1,162.83%
Top 10 Holdings %
Top 10 Hldgs %
98.56%
Holding
23
New
–
Increased
6
Reduced
9
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$151K |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$63.7K |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$28.2K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$19.4K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$2.84K |
Top Sells
| 1 |
Newmont
NEM
|
$9.72M |
| 2 |
Amazon
AMZN
|
$67K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$44.8K |
| 4 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$29.8K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$22.1K |
Sector Composition
| 1 | Consumer Discretionary | 0% |
| 2 | Financials | 0% |
| 3 | Materials | 0% |
| 4 | Technology | 0% |
