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
$206M
AUM Growth
-$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.4M
3
+$2.14M
4
ZTS icon
Zoetis
ZTS
+$1.86M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.76M

Top Sells

1
+$4.2M
2
+$3.75M
3
+$3.73M
4
DEA
Easterly Government Properties
DEA
+$1.83M
5
RATE
Bankrate Inc
RATE
+$1.73M

Sector Composition

1 Technology 31.61%
2 Healthcare 19.93%
3 Industrials 10.45%
4 Real Estate 5.3%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K 0.01%
2,000
177
$18K 0.01%
+21
178
$16K 0.01%
200
179
$16K 0.01%
250
180
$16K 0.01%
450
181
$16K 0.01%
394
182
$15K 0.01%
+9,100
183
$13K 0.01%
100
184
$13K 0.01%
500
185
$13K 0.01%
+73
186
$12K 0.01%
200
187
$11K 0.01%
166
188
$11K 0.01%
750
189
$10K ﹤0.01%
761
190
$10K ﹤0.01%
1,000
191
$10K ﹤0.01%
500
-1,500
192
$10K ﹤0.01%
1,083
193
$10K ﹤0.01%
480
194
$9K ﹤0.01%
416
195
$9K ﹤0.01%
100
196
$9K ﹤0.01%
500
197
$7K ﹤0.01%
800
198
$6K ﹤0.01%
1,972
-66
199
$6K ﹤0.01%
1,000
-500
200
$5K ﹤0.01%
23
-9
6 7
8
9 10