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
$227M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.25M
3
+$2.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.01M
5
YUM icon
Yum! Brands
YUM
+$1.76M

Top Sells

1
+$3.87M
2
+$2.74M
3
+$2.1M
4
BX icon
Blackstone
BX
+$1.8M
5
CYT
CYTEC INDS INC
CYT
+$1.15M

Sector Composition

1 Technology 31.48%
2 Healthcare 19.77%
3 Industrials 12.12%
4 Real Estate 6.35%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K 0.01%
1,690
-850
177
$16K 0.01%
230
178
$16K 0.01%
200
179
$16K 0.01%
250
-30
180
$16K 0.01%
160
181
$15K 0.01%
1,500
-42,900
182
$14K 0.01%
450
183
$14K 0.01%
394
184
$13K 0.01%
761
185
$13K 0.01%
+1,083
186
$12K 0.01%
750
187
$12K 0.01%
700
188
$11K ﹤0.01%
500
189
$11K ﹤0.01%
230
+200
190
$10K ﹤0.01%
2,000
-200
191
$10K ﹤0.01%
2,000
+1,000
192
$10K ﹤0.01%
1,000
193
$8K ﹤0.01%
2,038
194
$8K ﹤0.01%
166
195
$8K ﹤0.01%
100
196
$8K ﹤0.01%
800
197
$8K ﹤0.01%
+800
198
$7K ﹤0.01%
+500
199
$4K ﹤0.01%
33
200
$4K ﹤0.01%
267
6 7
8
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