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
$217M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.2M
3
+$1.93M
4
RBBN icon
Ribbon Communications
RBBN
+$1.35M
5
BX icon
Blackstone
BX
+$1.27M

Top Sells

1
+$1.54M
2
+$1.04M
3
+$973K
4
WIFI
Boingo Wireless, Inc.
WIFI
+$971K
5
CEVA icon
CEVA Inc
CEVA
+$964K

Sector Composition

1 Technology 26.02%
2 Healthcare 19.09%
3 Communication Services 11.31%
4 Industrials 10.25%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$29K 0.01%
1,600
152
$28K 0.01%
200
153
$27K 0.01%
300
154
$25K 0.01%
2,700
155
$23K 0.01%
250
156
$22K 0.01%
450
157
$20K 0.01%
+4,400
158
$20K 0.01%
394
159
$20K 0.01%
21
160
$20K 0.01%
434
161
$19K 0.01%
160
162
$18K 0.01%
760
163
$18K 0.01%
750
164
$14K 0.01%
1,083
165
$10K ﹤0.01%
+82
166
$9K ﹤0.01%
100
167
$8K ﹤0.01%
434
168
$8K ﹤0.01%
112
169
$4K ﹤0.01%
111
170
$4K ﹤0.01%
100
171
$4K ﹤0.01%
234
172
$4K ﹤0.01%
200
173
$3K ﹤0.01%
196
174
$3K ﹤0.01%
+164
175
$3K ﹤0.01%
258
-86
4 5 6
7
8