CPA

Cowen Prime Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 57.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$13.1M
3 +$5.05M
4
SCOR icon
Comscore
SCOR
+$4.71M
5
QDEL icon
QuidelOrtho
QDEL
+$3.96M

Top Sells

1 +$16.1M
2 +$9.13M
3 +$5.84M
4
QUOT
Quotient Technology Inc
QUOT
+$4.8M
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$3.98M

Sector Composition

1 Technology 48.09%
2 Healthcare 13.48%
3 Industrials 13.08%
4 Financials 5.72%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-1,262,825