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
$174M
AUM Growth
-$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$2.31M
3 +$2.24M
4
ITI
Iteris, Inc.
ITI
+$1.56M
5
KMI icon
Kinder Morgan
KMI
+$1.24M

Top Sells

1 +$4.68M
2 +$2.7M
3 +$1.26M
4
SSYS icon
Stratasys
SSYS
+$1.16M
5
IFF icon
International Flavors & Fragrances
IFF
+$458K

Sector Composition

1 Technology 49.3%
2 Healthcare 13.96%
3 Industrials 10.89%
4 Consumer Discretionary 6.91%
5 Financials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-35,000