Instuitional Investor - Kagan Cocozza Asset Management
Fund Profile
Filing Period:
| Fund Name: | Kagan Cocozza Asset Management |
| Portfolio Value | $130,431,808 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 272,474 | $19,806,112 | 15.19% | |
| 2. | Spdr Series Trust | 615,119 | $15,747,058 | 12.07% | |
| 3. | Spdr Index Shs Fds | 259,147 | $10,492,843 | 8.04% | |
| 4. | Spdr Series Trust | 244,693 | $8,216,788 | 6.3% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 39,783 | $8,142,363 | 6.24% |
