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
$176M
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.67M
3
+$2.99M
4
GENI icon
Genius Sports
GENI
+$2.25M
5
INSE icon
Inspired Entertainment
INSE
+$1.49M

Top Sells

1
+$12.9M
2
+$4.15M
3
+$2.14M
4
DIS icon
Walt Disney
DIS
+$2.08M
5
INTC icon
Intel
INTC
+$1.61M

Sector Composition

1 Technology 36.5%
2 Communication Services 15.18%
3 Healthcare 13.48%
4 Industrials 13.08%
5 Financials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K 0.01%
473
-153
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$9K 0.01%
300
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$9K 0.01%
1,000
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$8K ﹤0.01%
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100
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$6K ﹤0.01%
1,600
159
$6K ﹤0.01%
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829
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$5K ﹤0.01%
2,700
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162
$4K ﹤0.01%
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405
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100
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$3K ﹤0.01%
500
-98,900
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$3K ﹤0.01%
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169
$3K ﹤0.01%
33
170
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35
171
$2K ﹤0.01%
32
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$2K ﹤0.01%
75
173
$2K ﹤0.01%
+113
174
$1K ﹤0.01%
40
175
$1K ﹤0.01%
20
4 5 6
7
8