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
$255M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.06M
3
+$2.43M
4
REIS
Reis, Inc.
REIS
+$1.47M
5
VTSS
VITESSE SEMICONDUCTOR CORPORATION COMMON STOCK
VTSS
+$1.4M

Top Sells

1
+$10.3M
2
+$4.77M
3
+$2.54M
4
WMB icon
Williams Companies
WMB
+$2.14M
5
AEP icon
American Electric Power
AEP
+$1.72M

Sector Composition

1 Technology 33.09%
2 Healthcare 14.84%
3 Industrials 14.63%
4 Energy 5.56%
5 Real Estate 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47K 0.02%
821
-93
177
$46K 0.02%
690
178
$44K 0.02%
375
-14
179
$42K 0.02%
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180
$42K 0.02%
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181
$39K 0.02%
1,817
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182
$39K 0.02%
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183
$37K 0.01%
996
184
$37K 0.01%
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185
$37K 0.01%
500
186
$36K 0.01%
12,000
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187
$36K 0.01%
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188
$35K 0.01%
300
189
$33K 0.01%
421
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190
$30K 0.01%
613
191
$29K 0.01%
681
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192
$28K 0.01%
552
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193
$27K 0.01%
915
194
$26K 0.01%
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196
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197
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198
$21K 0.01%
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$20K 0.01%
160
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$20K 0.01%
1,007
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