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NICM

Neo Ivy Capital Management Portfolio holdings

AUM $379M
1-Year Est. Return 28.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.34M
3
+$4.13M
4
PBI icon
Pitney Bowes
PBI
+$4.04M
5
FCX icon
Freeport-McMoran
FCX
+$3.93M

Top Sells

1
+$3.81M
2
+$3.33M
3
+$3.23M
4
W icon
Wayfair
W
+$3.22M
5
BWA icon
BorgWarner
BWA
+$3.02M

Sector Composition

1 Technology 23.1%
2 Healthcare 16.84%
3 Industrials 13.09%
4 Consumer Discretionary 12.77%
5 Financials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$556K 0.14%
+14,956
227
$551K 0.13%
+18,006
228
$546K 0.13%
+72,936
229
$541K 0.13%
+6,038
230
$526K 0.13%
+5,998
231
$525K 0.13%
16,616
+3,583
232
$521K 0.13%
+12,962
233
$509K 0.12%
3,044
-13,524
234
$507K 0.12%
19,886
+10,712
235
$497K 0.12%
5,994
-2,228
236
$482K 0.12%
+5,274
237
$467K 0.11%
15,220
+14,944
238
$465K 0.11%
+3,758
239
$463K 0.11%
+1,432
240
$459K 0.11%
+11,290
241
$453K 0.11%
+24,976
242
$453K 0.11%
990
-3,586
243
$451K 0.11%
+15,880
244
$443K 0.11%
+4,936
245
$435K 0.11%
11,270
+763
246
$425K 0.1%
+4,342
247
$423K 0.1%
+7,538
248
$418K 0.1%
21,216
-104,411
249
$411K 0.1%
14,738
-22,582
250
$406K 0.1%
6,712
-5,876
8 9
10
11 12