CPA
Cowen Prime Advisors Portfolio holdings
AUM
$290M
1-Year Return
57.79%
This Quarter Return
+0.79%
1 Year Return
+57.79%
3 Year Return
+115.61%
5 Year Return
+253.96%
10 Year Return
+968.93%
AUM
$205M
AUM Growth
-$5.03M
(-2.4%)
Cap. Flow
-$2.29M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
43.66%
Holding
200
New
22
Increased
31
Reduced
44
Closed
7
Top Buys
| 1 |
Aspen Aerogels
ASPN
|
$4.48M |
| 2 |
CSLT
CASTLIGHT HEALTH, INC.
CSLT
|
$4.46M |
| 3 |
Ribbon Communications
RBBN
|
$4.4M |
| 4 |
QUOT
Quotient Technology Inc
QUOT
|
$3.37M |
| 5 |
MOBL
MobileIron, Inc.
MOBL
|
$2.51M |
Top Sells
| 1 |
Boston Omaha
BOC
|
$4.19M |
| 2 |
VG
Vonage Holdings Corporation
VG
|
$3.71M |
| 3 |
RVLT
Revolution Lighting Technologies, Inc. - Class A
RVLT
|
$2.08M |
| 4 |
Expedia Group
EXPE
|
$1.87M |
| 5 |
Yum! Brands
YUM
|
$1.56M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Healthcare | 16.13% |
| 3 | Communication Services | 10.57% |
| 4 | Industrials | 10.5% |
| 5 | Financials | 9.72% |
