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
$220M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.64M
3 +$2.46M
4
VG
Vonage Holdings Corporation
VG
+$2.45M
5
EPD icon
Enterprise Products Partners
EPD
+$1.59M

Top Sells

1 +$3.45M
2 +$3.32M
3 +$2.86M
4
DEA
Easterly Government Properties
DEA
+$2.79M
5
ZIXI
Zix Corporation
ZIXI
+$1.81M

Sector Composition

1 Technology 31.35%
2 Healthcare 21.94%
3 Industrials 8.14%
4 Communication Services 6.19%
5 Financials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1K ﹤0.01%
26
227
$1K ﹤0.01%
39
+1
228
$1K ﹤0.01%
52
+1
229
$1K ﹤0.01%
30
230
$1K ﹤0.01%
16
231
$1K ﹤0.01%
166
232
$1K ﹤0.01%
17
233
$1K ﹤0.01%
11
234
$1K ﹤0.01%
20
235
$1K ﹤0.01%
23
+1
236
$1K ﹤0.01%
242
237
$1K ﹤0.01%
700
238
-1,316
239
$0 ﹤0.01%
12
240
$0 ﹤0.01%
+13
241
$0 ﹤0.01%
4
242
$0 ﹤0.01%
2
243
$0 ﹤0.01%
24
244
$0 ﹤0.01%
3
245
-500
246
$0 ﹤0.01%
4
247
$0 ﹤0.01%
1
248
-500
249
$0 ﹤0.01%
2
250
$0 ﹤0.01%
6
+1