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
$164M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$3.98M
2 +$3.78M
3 +$3.67M
4
PDFS icon
PDF Solutions
PDFS
+$3.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.58M

Top Sells

1 +$7.9M
2 +$7.12M
3 +$5.84M
4
MOBL
MobileIron, Inc.
MOBL
+$5.56M
5
MGNI icon
Magnite
MGNI
+$3.77M

Sector Composition

1 Technology 30.4%
2 Communication Services 19.84%
3 Healthcare 15.69%
4 Industrials 7.64%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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77
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450
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1,130
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99
$69K 0.04%
3,000
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$66K 0.04%
5,674