Instuitional Investor - Kagan Cocozza Asset Management
Fund Profile
Filing Period:
| Fund Name: | Kagan Cocozza Asset Management |
| Portfolio Value | $132,083,797 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 264,424 | $20,715,008 | 15.68% | |
| 2. | Spdr Series Trust | 640,613 | $16,559,846 | 12.54% | |
| 3. | Spdr Index Shs Fds | 252,687 | $10,812,457 | 8.19% | |
| 4. | Spdr Series Trust | 248,155 | $8,409,964 | 6.37% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 38,433 | $8,293,354 | 6.28% |
Hedge Fund Resource Center 
