Instuitional Investor - Kagan Cocozza Asset Management
Fund Profile
Filing Period:
| Fund Name: | Kagan Cocozza Asset Management |
| Portfolio Value | $120,431,604 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 258,740 | $17,837,502 | 14.81% | |
| 2. | Spdr Series Trust | 579,457 | $14,480,619 | 12.02% | |
| 3. | Spdr Index Shs Fds | 246,430 | $8,410,653 | 6.98% | |
| 4. | Spdr Series Trust | 233,793 | $7,659,048 | 6.36% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 38,732 | $7,584,854 | 6.3% |
