CPA

Cowen Prime Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 57.79%
This Quarter Est. Return
1 Year Est. Return
+57.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$17.4M
3
+$11M
4
LIOX
Lionbridge Technologies
LIOX
+$9.34M
5
PRGX
PRGX Global, Inc.
PRGX
+$7.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 40.4%
2 Industrials 11.75%
3 Healthcare 8.57%
4 Real Estate 4.07%
5 Energy 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
+375
227
$12K 0.01%
+1,000
228
$10K ﹤0.01%
+2,117
229
$10K ﹤0.01%
+1,000
230
$9K ﹤0.01%
+101
231
$9K ﹤0.01%
+200
232
$8K ﹤0.01%
+166
233
$8K ﹤0.01%
+2,245
234
$7K ﹤0.01%
+1,000
235
$7K ﹤0.01%
+370
236
$6K ﹤0.01%
+100
237
$6K ﹤0.01%
+700
238
$5K ﹤0.01%
+50
239
$5K ﹤0.01%
+100
240
$5K ﹤0.01%
+440
241
$5K ﹤0.01%
+200
242
$5K ﹤0.01%
+180
243
$5K ﹤0.01%
+63
244
$4K ﹤0.01%
+50
245
$4K ﹤0.01%
+150
246
$4K ﹤0.01%
+41
247
$4K ﹤0.01%
+100
248
$3K ﹤0.01%
+30
249
$3K ﹤0.01%
+250
250
$2K ﹤0.01%
+100
8 9
10
11 12