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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
251
$404K 0.1%
21,534
-137,472
252
$404K 0.1%
+23,592
253
$400K 0.1%
+1,704
254
$400K 0.1%
+10,206
255
$400K 0.1%
8,864
-5,323
256
$399K 0.1%
2,918
+306
257
$399K 0.1%
5,618
-3,970
258
$398K 0.1%
+3,696
259
$398K 0.1%
+19,270
260
$395K 0.1%
5,386
-18,687
261
$392K 0.1%
+41,476
262
$389K 0.09%
+5,526
263
$388K 0.09%
+49,264
264
$360K 0.09%
8,412
-1,655
265
$351K 0.09%
+14,174
266
$330K 0.08%
+3,612
267
$321K 0.08%
30,038
-100,098
268
$319K 0.08%
29,214
+10,030
269
$318K 0.08%
+2,888
270
$311K 0.08%
+12,344
271
$309K 0.08%
9,126
+7,814
272
$308K 0.08%
+2,292
273
$306K 0.07%
37,894
-2,906
274
$301K 0.07%
+19,128
275
$291K 0.07%
+6,766
9 10
11
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