LM

Legg Mason Portfolio holdings

AUM $127M
1-Year Est. Return 6.76%
This Quarter Est. Return
1 Year Est. Return
-6.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1M
AUM Growth
+$151K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$66K
2
+$38K
3
+$38K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$16.6K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$14.9K

Top Sells

1
+$40.5K
2
+$15.2K
3
+$7.42K
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$7.29K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.27K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$269K 24.39%
1,062
-160
2
$205K 18.59%
2,993
-222
3
$114K 10.34%
1,336
-87
4
$106K 9.61%
1,912
+268
5
$101K 9.16%
889
+146
6
$66K 5.98%
+470
7
$58K 5.26%
461
-26
8
$53K 4.81%
1,068
-147
9
$38K 3.45%
+1,321
10
$38K 3.45%
+854
11
$32K 2.9%
2,076
-82
12
$14K 1.27%
+300
13
$8K 0.73%
+338
14
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0