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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
351
$34K 0.01%
+80
352
$34K 0.01%
+1,254
353
$30.9K 0.01%
+880
354
$26.9K 0.01%
+1,234
355
$20K ﹤0.01%
+582
356
$17.3K ﹤0.01%
+784
357
$12.2K ﹤0.01%
+842
358
$12.1K ﹤0.01%
+166
359
$10.5K ﹤0.01%
+220
360
$9.69K ﹤0.01%
+274
361
$9.6K ﹤0.01%
+348
362
$8.74K ﹤0.01%
+154
363
$6.91K ﹤0.01%
+52
364
$6.84K ﹤0.01%
+82
365
$5.93K ﹤0.01%
+88
366
$5.78K ﹤0.01%
172
-25,511
367
$3.05K ﹤0.01%
+34
368
$2.25K ﹤0.01%
+48
369
$1.84K ﹤0.01%
+20
370
$1.82K ﹤0.01%
18
-13,876
371
$1.57K ﹤0.01%
42
-21,022
372
$998 ﹤0.01%
+2
373
$543 ﹤0.01%
+18
374
$105 ﹤0.01%
2
-6,530
375
– –
-2,777
13 14
15
16 17