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
$255M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.06M
3
+$2.43M
4
REIS
Reis, Inc.
REIS
+$1.47M
5
VTSS
VITESSE SEMICONDUCTOR CORPORATION COMMON STOCK
VTSS
+$1.4M

Top Sells

1
+$10.3M
2
+$4.77M
3
+$2.54M
4
WMB icon
Williams Companies
WMB
+$2.14M
5
AEP icon
American Electric Power
AEP
+$1.72M

Sector Composition

1 Technology 33.09%
2 Healthcare 14.84%
3 Industrials 14.63%
4 Energy 5.56%
5 Real Estate 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
83
227
$7K ﹤0.01%
475
228
$7K ﹤0.01%
1,000
229
$7K ﹤0.01%
+200
230
$6K ﹤0.01%
68
231
$6K ﹤0.01%
100
232
$5K ﹤0.01%
+78
233
$5K ﹤0.01%
110
234
$5K ﹤0.01%
195
+4
235
$5K ﹤0.01%
700
236
$5K ﹤0.01%
700
237
$5K ﹤0.01%
167
+4
238
$4K ﹤0.01%
100
239
$4K ﹤0.01%
52
240
$4K ﹤0.01%
500
241
$3K ﹤0.01%
26
242
$3K ﹤0.01%
53
+2
243
$3K ﹤0.01%
76
+1
244
$3K ﹤0.01%
35
245
$3K ﹤0.01%
29
246
$3K ﹤0.01%
+250
247
$2K ﹤0.01%
37
248
$2K ﹤0.01%
46
+1
249
$2K ﹤0.01%
18
+1
250
$2K ﹤0.01%
673
-302
8 9
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