NICM

Neo Ivy Capital Management Portfolio holdings

AUM $633M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$3.89M
2 +$3.66M
3 +$3.54M
4
ACN icon
Accenture
ACN
+$3.24M
5
CRM icon
Salesforce
CRM
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.05%
2 Healthcare 17.6%
3 Consumer Discretionary 10.48%
4 Industrials 10.22%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1K ﹤0.01%
+15
277
$0 ﹤0.01%
+6
278
$0 ﹤0.01%
+12