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
$1.32M
AUM Growth
+$11K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$33K
2
+$5.2K
3
+$969
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$906
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$837

Sector Composition

1 Real Estate 51.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$231K 17.43%
6,625
-149
2
$129K 9.74%
4,391
-33
3
$60K 4.53%
1,435
4
$58K 4.38%
1,024
-16
5
$56K 4.23%
726
6
$53K 4%
1,837
-29
7
$50K 3.77%
1,018
8
$47K 3.55%
566
9
$47K 3.55%
662
10
$44K 3.32%
2,997
11
$44K 3.32%
3,677
12
$43K 3.25%
330
13
$43K 3.25%
329
14
$42K 3.17%
1,990
15
$42K 3.17%
1,392
16
$40K 3.02%
3,859
17
$38K 2.87%
1,783
18
$38K 2.87%
788
19
$36K 2.72%
673
20
$30K 2.26%
1,962
21
$30K 2.26%
682
-19
22
$30K 2.26%
873
-12
23
$28K 2.11%
1,429
24
$23K 1.74%
2,415
25
$19K 1.43%
485
1
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