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
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$1K ﹤0.01%
20