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
$250M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$2.32M
3 +$2.1M
4
INSE icon
Inspired Entertainment
INSE
+$1.69M
5
CCI icon
Crown Castle
CCI
+$1.48M

Top Sells

1 +$15.2M
2 +$6.57M
3 +$1.18M
4
SCTL
Societal CDMO, Inc. Common Stock
SCTL
+$992K
5
ITI
Iteris, Inc.
ITI
+$358K

Sector Composition

1 Technology 44.39%
2 Communication Services 13%
3 Healthcare 11.94%
4 Industrials 8.5%
5 Consumer Discretionary 7.68%