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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
301
$198K 0.05%
19,932
-127,916
302
$197K 0.05%
+908
303
$192K 0.05%
+3,862
304
$186K 0.05%
3,516
+3,195
305
$183K 0.04%
+2,950
306
$183K 0.04%
+5,938
307
$177K 0.04%
4,222
-986
308
$168K 0.04%
5,556
+4,507
309
$164K 0.04%
+4,514
310
$162K 0.04%
+5,364
311
$160K 0.04%
+2,600
312
$142K 0.03%
3,478
-19,766
313
$140K 0.03%
934
-19
314
$140K 0.03%
+3,114
315
$132K 0.03%
1,994
-38,878
316
$130K 0.03%
+8,840
317
$125K 0.03%
+9,100
318
$112K 0.03%
+4,074
319
$110K 0.03%
+4,630
320
$109K 0.03%
+864
321
$108K 0.03%
+4,283
322
$104K 0.03%
+7,820
323
$103K 0.03%
+730
324
$101K 0.02%
+6,528
325
$101K 0.02%
+728
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