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
326
-10,202
327
$0 ﹤0.01%
4
328
-167
329
$0 ﹤0.01%
1
330
$0 ﹤0.01%
3
331
-25,000