CPA
Cowen Prime Advisors Portfolio holdings
AUM
$290M
1-Year Return
57.79%
This Quarter Return
+12.8%
1 Year Return
+57.79%
3 Year Return
+115.61%
5 Year Return
+253.96%
10 Year Return
+968.93%
AUM
$203M
AUM Growth
+$22.7M
(+13%)
Cap. Flow
+$1.88M
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
42.33%
Holding
231
New
30
Increased
41
Reduced
41
Closed
13
Top Buys
| 1 |
FSNN
Fusion Connect, Inc. Common Stock
FSNN
|
$4.58M |
| 2 |
MOBL
MobileIron, Inc.
MOBL
|
$1.9M |
| 3 |
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
|
$1.63M |
| 4 |
QUOT
Quotient Technology Inc
QUOT
|
$1.32M |
| 5 |
Aspen Aerogels
ASPN
|
$880K |
Top Sells
| 1 |
NeoGenomics
NEO
|
$4.34M |
| 2 |
Digimarc
DMRC
|
$2.16M |
| 3 |
TrueCar
TRUE
|
$2.08M |
| 4 |
VG
Vonage Holdings Corporation
VG
|
$696K |
| 5 |
Boston Omaha
BOC
|
$682K |
Sector Composition
| 1 | Technology | 26.78% |
| 2 | Healthcare | 16.31% |
| 3 | Industrials | 12.61% |
| 4 | Communication Services | 12.11% |
| 5 | Financials | 10.43% |
