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CPA

Cowen Prime Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 57.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.21M
3
+$2.86M
4
KMI icon
Kinder Morgan
KMI
+$2.05M
5
CPN
Calpine Corporation
CPN
+$1.86M

Top Sells

1
+$4.82M
2
+$4.75M
3
+$3.09M
4
CVS icon
CVS Health
CVS
+$2.49M
5
WIFI
Boingo Wireless, Inc.
WIFI
+$2.49M

Sector Composition

1 Technology 29.62%
2 Healthcare 19.26%
3 Communication Services 9.11%
4 Financials 8.3%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
200
177
$1K ﹤0.01%
30
178
$1K ﹤0.01%
600
179
$1K ﹤0.01%
26
180
$1K ﹤0.01%
50
181
$1K ﹤0.01%
35
-20,810
182
$1K ﹤0.01%
166
183
$1K ﹤0.01%
700
184
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-4,200
185
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186
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-1,000
187
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-12
188
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193
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197
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200
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