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
$243M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.33M
3
+$2.2M
4
SHOR
ShoreTel, Inc.
SHOR
+$2.1M
5
CDNS icon
Cadence Design Systems
CDNS
+$1.39M

Top Sells

1
+$4.14M
2
+$2.92M
3
+$2.51M
4
PRGX
PRGX Global, Inc.
PRGX
+$2.23M
5
NRG icon
NRG Energy
NRG
+$2.22M

Sector Composition

1 Technology 28.99%
2 Healthcare 17.42%
3 Industrials 12.41%
4 Energy 5.32%
5 Real Estate 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K ﹤0.01%
1,000
252
$9K ﹤0.01%
819
-819
253
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197
+1
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-538
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110
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100
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260
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950
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$7K ﹤0.01%
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394
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271
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$5K ﹤0.01%
700
275
$4K ﹤0.01%
+121
9 10
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