Instuitional Investor - Bay Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Bay Harbor Wealth Management, Llc |
| Portfolio Value | $370,127,233 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 659,467 | $30,177,211 | 8.15% | |
| 2. | Vanguard Growth Etf | 47,503 | $22,806,988 | 6.16% | |
| 3. | Vanguard Ftse Developed Markets Etf | 367,732 | $22,034,501 | 5.95% | |
| 4. | Ishares Core Total Usd Bond Market Etf | 448,194 | $20,935,142 | 5.66% | |
| 5. | Vanguard Value Etf | 85,832 | $16,087,775 | 4.35% |
Hedge Fund Resource Center 
