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
$229M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Sells

1 +$1.74M
2 +$1.69M
3 +$1.41M
4
REIS
Reis, Inc.
REIS
+$1.38M
5
PDFS icon
PDF Solutions
PDFS
+$1.2M

Sector Composition

1 Technology 26.2%
2 Healthcare 17.84%
3 Industrials 15.29%
4 Energy 6.24%
5 Real Estate 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.01%
+1,450
227
$19K 0.01%
160
228
$19K 0.01%
1,000
229
$19K 0.01%
486
+3
230
$18K 0.01%
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231
$18K 0.01%
800
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$17K 0.01%
+500
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$16K 0.01%
500
234
$16K 0.01%
+1,312
235
$16K 0.01%
348
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$15K 0.01%
330
+90
237
$15K 0.01%
394
238
$14K 0.01%
296
-180
239
$14K 0.01%
+1,100
240
$14K 0.01%
118
241
$13K 0.01%
+761
242
$13K 0.01%
+280
243
$12K 0.01%
+2,121
244
$12K 0.01%
+284
245
$12K 0.01%
299
-49
246
$12K 0.01%
750
247
$11K ﹤0.01%
+50
248
$11K ﹤0.01%
359
+7
249
$11K ﹤0.01%
+650
250
$10K ﹤0.01%
1,000