Instuitional Investor - Kagan Cocozza Asset Management
Fund Profile
Filing Period:
| Fund Name: | Kagan Cocozza Asset Management |
| Portfolio Value | $142,116,269 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 270,512 | $20,705,015 | 14.57% | |
| 2. | Spdr Series Trust | 700,150 | $17,937,839 | 12.62% | |
| 3. | Spdr Index Shs Fds | 262,191 | $11,969,041 | 8.42% | |
| 4. | Spdr Series Trust | 276,437 | $9,271,683 | 6.52% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 36,829 | $7,920,509 | 5.57% |
Hedge Fund Resource Center 
