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
$194M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$3.13M
3 +$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 +$4.18M
2 +$3.95M
3 +$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
26