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
$193M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.54M
3
+$1.45M
4
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
+$1.27M
5
LNW
Light & Wonder
LNW
+$1.12M

Top Sells

1
+$5.41M
2
+$1.56M
3
+$1.43M
4
TRUE icon
TrueCar
TRUE
+$1M
5
TTGT icon
TechTarget
TTGT
+$904K

Sector Composition

1 Technology 28.38%
2 Communication Services 22.6%
3 Healthcare 11.26%
4 Industrials 6.01%
5 Financials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
20
152
$1K ﹤0.01%
35
153
$1K ﹤0.01%
32
154
$1K ﹤0.01%
50
155
$1K ﹤0.01%
18
156
$1K ﹤0.01%
166
157
$1K ﹤0.01%
30
158
$1K ﹤0.01%
100
159
$1K ﹤0.01%
800
160
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161
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-3,784
162
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-200
163
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0
164
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165
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-419,724
166
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167
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168
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169
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170
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171
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-1,300
3 4 5 6
7