CPA
Cowen Prime Advisors Portfolio holdings
AUM
$290M
1-Year Return
57.79%
This Quarter Return
+21.57%
1 Year Return
+57.79%
3 Year Return
+115.61%
5 Year Return
+253.96%
10 Year Return
+968.93%
AUM
$193M
AUM Growth
+$27M
(+16%)
Cap. Flow
-$5.19M
Cap. Flow
% of AUM
-2.69%
Top 10 Holdings %
Top 10 Hldgs %
52.5%
Holding
197
New
13
Increased
24
Reduced
42
Closed
30
Top Buys
| 1 |
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
|
$4.78M |
| 2 |
VG
Vonage Holdings Corporation
VG
|
$3.47M |
| 3 |
MOBL
MobileIron, Inc.
MOBL
|
$2.83M |
| 4 |
TrueCar
TRUE
|
$2.4M |
| 5 |
QUOT
Quotient Technology Inc
QUOT
|
$2.19M |
Top Sells
| 1 |
eHealth
EHTH
|
$12.9M |
| 2 |
AstraZeneca
AZN
|
$2.77M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.33M |
| 4 |
NeoGenomics
NEO
|
$1.69M |
| 5 |
CSLT
CASTLIGHT HEALTH, INC.
CSLT
|
$1.68M |
Sector Composition
| 1 | Technology | 26.01% |
| 2 | Communication Services | 19.17% |
| 3 | Healthcare | 15.12% |
| 4 | Financials | 10.17% |
| 5 | Industrials | 6.68% |
