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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
276
$290K 0.07%
+6,172
277
$282K 0.07%
18,670
+3,506
278
$275K 0.07%
+18,480
279
$269K 0.07%
+1,590
280
$266K 0.06%
806
-483
281
$264K 0.06%
+13,078
282
$263K 0.06%
1,692
-11,504
283
$258K 0.06%
3,884
-2,266
284
$245K 0.06%
+2,077
285
$240K 0.06%
7,060
+1,412
286
$239K 0.06%
+10,508
287
$238K 0.06%
+1,396
288
$230K 0.06%
2,734
-35,456
289
$228K 0.06%
+7,664
290
$225K 0.05%
+5,692
291
$225K 0.05%
4,836
+4,462
292
$224K 0.05%
8,006
+2,357
293
$224K 0.05%
11,626
-10,214
294
$207K 0.05%
+8,372
295
$202K 0.05%
+3,900
296
$201K 0.05%
+7,788
297
$201K 0.05%
1,448
+1,389
298
$200K 0.05%
+1,000
299
$200K 0.05%
+2,724
300
$200K 0.05%
2,360
-18,206
10 11
12
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