CPA
Cowen Prime Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+1.55%
1 Year Return
+57.79%
3 Year Return
+115.61%
5 Year Return
+253.96%
10 Year Return
+968.93%
AUM
$194M
AUM Growth
+$194M
(+4.9%)
Cap. Flow
+$8.24M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
46.21%
Holding
202
New
19
Increased
42
Reduced
30
Closed
12
Top Buys
| 1 |
Expedia Group
EXPE
|
$5.08M |
| 2 |
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
|
$3.13M |
| 3 |
REIS
Reis, Inc.
REIS
|
$2.75M |
| 4 |
QUOT
Quotient Technology Inc
QUOT
|
$2.52M |
| 5 |
FCE.A
Forest City Realty Trust, Inc.
FCE.A
|
$1.84M |
Top Sells
| 1 |
CPN
Calpine Corporation
CPN
|
$4.18M |
| 2 |
LIOX
Lionbridge Technologies
LIOX
|
$3.95M |
| 3 |
Kraft Heinz
KHC
|
$2.65M |
| 4 |
AVTA
Avantax, Inc. Common Stock
AVTA
|
$2.4M |
| 5 |
WIFI
Boingo Wireless, Inc.
WIFI
|
$2.26M |
Sector Composition
| 1 | Technology | 29.07% |
| 2 | Healthcare | 18.81% |
| 3 | Communication Services | 9.82% |
| 4 | Industrials | 8.61% |
| 5 | Financials | 8.08% |