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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
326
$99.2K 0.02%
+1,240
327
$88.6K 0.02%
+2,886
328
$85.7K 0.02%
14,168
-103,524
329
$82.3K 0.02%
+858
330
$78.6K 0.02%
+4,302
331
$78.5K 0.02%
6,186
-8,977
332
$77K 0.02%
+522
333
$72.3K 0.02%
462
+270
334
$71.6K 0.02%
+708
335
$68K 0.02%
1,662
-93
336
$66.4K 0.02%
+2,744
337
$62.3K 0.02%
+314
338
$59.6K 0.01%
+2,414
339
$56.4K 0.01%
+1,644
340
$54.9K 0.01%
+3,080
341
$52.1K 0.01%
+570
342
$49.5K 0.01%
158
-2,654
343
$48.3K 0.01%
+1,004
344
$42.4K 0.01%
+738
345
$41K 0.01%
772
-4,527
346
$40.4K 0.01%
+602
347
$36.7K 0.01%
+2,642
348
$35.9K 0.01%
108
-300
349
$35.8K 0.01%
832
-2,912
350
$34.7K 0.01%
978
+473
12 13
14
15 16