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
$264M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.18M
3
+$3.52M
4
PDFS icon
PDF Solutions
PDFS
+$2.73M
5
VG
Vonage Holdings Corporation
VG
+$2.5M

Top Sells

1
+$8.7M
2
+$7.94M
3
+$6.76M
4
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
+$2.3M
5
ASPN icon
Aspen Aerogels
ASPN
+$1.59M

Sector Composition

1 Technology 30.87%
2 Communication Services 24.53%
3 Healthcare 13.2%
4 Industrials 9.29%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$188K 0.07%
3,370
77
$186K 0.07%
500
78
$177K 0.07%
2,703
79
$176K 0.07%
1,800
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$162K 0.06%
8,168
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81
$160K 0.06%
4,722
-13,500
82
$153K 0.06%
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83
$152K 0.06%
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84
$148K 0.06%
400
85
$148K 0.06%
661
86
$146K 0.06%
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87
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88
$143K 0.05%
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89
$139K 0.05%
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90
$133K 0.05%
2,100
91
$132K 0.05%
2,263
92
$125K 0.05%
900
93
$115K 0.04%
1,800
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94
$108K 0.04%
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95
$106K 0.04%
1,600
96
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97
$89K 0.03%
1,000
98
$84K 0.03%
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99
$83K 0.03%
800
100
$81K 0.03%
900
2 3
4
5 6