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
$290M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$1.7M
3 +$1.08M
4
IFF icon
International Flavors & Fragrances
IFF
+$683K
5
INSE icon
Inspired Entertainment
INSE
+$633K

Top Sells

1 +$2.87M
2 +$1.97M
3 +$624K
4
GENI icon
Genius Sports
GENI
+$376K
5
AUGX
Augmedix, Inc. Common Stock
AUGX
+$337K

Sector Composition

1 Technology 52.97%
2 Healthcare 11.91%
3 Industrials 9.33%
4 Consumer Discretionary 7.43%
5 Communication Services 5.19%