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CPA

Cowen Prime Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 57.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3M
3
+$2.92M
4
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
+$2.88M
5
FCE.A
Forest City Realty Trust, Inc.
FCE.A
+$1.87M

Top Sells

1
+$4.18M
2
+$3.95M
3
+$2.65M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$2.4M
5
WIFI
Boingo Wireless, Inc.
WIFI
+$2.08M

Sector Composition

1 Technology 29.55%
2 Healthcare 18.81%
3 Communication Services 9.82%
4 Industrials 8.61%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.18%
150,100
-2,700
27
$2.29M 1.18%
21,340
+8,910
28
$2.18M 1.12%
24,774
+1,050
29
$2.17M 1.11%
63,750
+27,550
30
$2.08M 1.07%
113,950
+62,180
31
$1.98M 1.02%
30,385
-19,965
32
$1.84M 0.95%
+84,450
33
$1.82M 0.94%
66,080
34
$1.56M 0.8%
44,089
-5,164
35
$1.54M 0.79%
118,230
-4,400
36
$1.47M 0.76%
11,814
+602
37
$1.39M 0.72%
17,000
38
$1.35M 0.7%
8,450
+377
39
$1.33M 0.68%
164,094
-64,892
40
$1.27M 0.65%
19,325
+400
41
$1.25M 0.64%
83,766
-850
42
$1.25M 0.64%
8,758
+960
43
$1.23M 0.63%
60,800
-2,000
44
$1.07M 0.55%
179,441
+31,082
45
$935K 0.48%
141,931
+1,000
46
$890K 0.46%
187,399
+20,945
47
$745K 0.38%
37,700
-4,600
48
$665K 0.34%
8,031
-300
49
$664K 0.34%
161,919
+9,000
50
$658K 0.34%
+20,900
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