Instuitional Investor - Bay Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Bay Harbor Wealth Management, Llc |
| Portfolio Value | $261,679,161 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 79,194 | $37,825,763 | 14.45% | |
| 2. | Vanguard Growth Etf | 69,536 | $21,617,513 | 8.26% | |
| 3. | Vanguard Ftse Developed Markets Etf | 423,857 | $20,302,768 | 7.75% | |
| 4. | Vanguard Value Etf | 118,321 | $17,689,029 | 6.75% | |
| 5. | Ishares Core Total Usd Bond Market Etf | 381,398 | $17,571,033 | 6.71% |
