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
$238M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.85M
3
+$2.14M
4
NEO icon
NeoGenomics
NEO
+$1.91M
5
ASPN icon
Aspen Aerogels
ASPN
+$1.84M

Top Sells

1
+$11.3M
2
+$2.43M
3
+$1.3M
4
LDOS icon
Leidos
LDOS
+$1.27M
5
GAN
GAN Ltd
GAN
+$901K

Sector Composition

1 Technology 38.56%
2 Industrials 14.28%
3 Communication Services 12.37%
4 Healthcare 11.84%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K ﹤0.01%
300
152
$11K ﹤0.01%
860
153
$11K ﹤0.01%
626
154
$9K ﹤0.01%
100
155
$9K ﹤0.01%
100
156
$7K ﹤0.01%
200
157
$7K ﹤0.01%
1,600
158
$6K ﹤0.01%
100
159
$6K ﹤0.01%
+112
160
$5K ﹤0.01%
405
161
$5K ﹤0.01%
+2,100
162
$4K ﹤0.01%
20
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$4K ﹤0.01%
100
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$3K ﹤0.01%
200
165
$3K ﹤0.01%
75
166
$3K ﹤0.01%
33
-36
167
$2K ﹤0.01%
20
168
$2K ﹤0.01%
35
169
$2K ﹤0.01%
32
170
$2K ﹤0.01%
68
171
$1K ﹤0.01%
26
172
$1K ﹤0.01%
16
173
– –
0
174
$1K ﹤0.01%
40
175
– –
-3,700
4 5 6
7
8