Instuitional Investor - Kagan Cocozza Asset Management
Fund Profile
Filing Period:
| Fund Name: | Kagan Cocozza Asset Management |
| Portfolio Value | $140,597,504 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 274,562 | $22,025,369 | 15.67% | |
| 2. | Spdr Series Trust | 742,520 | $19,119,882 | 13.6% | |
| 3. | Spdr Index Shs Fds | 258,898 | $11,497,681 | 8.18% | |
| 4. | Spdr Series Trust | 278,960 | $9,431,637 | 6.71% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 40,365 | $8,871,472 | 6.31% |
Hedge Fund Resource Center 
