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
$215M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.1M
3
+$1.9M
4
GM icon
General Motors
GM
+$1.39M
5
MIC
Macquarie Infrastructure Holdings, LLC
MIC
+$1.28M

Top Sells

1
+$4.55M
2
+$2.39M
3
+$1.8M
4
NEO icon
NeoGenomics
NEO
+$1.1M
5
VG
Vonage Holdings Corporation
VG
+$1.1M

Sector Composition

1 Technology 24.77%
2 Healthcare 16.3%
3 Communication Services 13.69%
4 Financials 13.39%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$129K 0.06%
4,630
102
$125K 0.06%
1,500
103
$121K 0.06%
10,025
104
$120K 0.06%
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105
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106
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107
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108
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109
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110
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111
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112
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113
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114
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115
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116
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117
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118
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121
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122
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125
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