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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
26
$3.31M 0.81%
90,562
+23,854
27
$3.22M 0.78%
+63,356
28
$3.21M 0.78%
+26,560
29
$3.15M 0.77%
166,360
+77,680
30
$3.13M 0.76%
+42,850
31
$2.99M 0.73%
83,110
+58,869
32
$2.99M 0.73%
153,254
+22,440
33
$2.99M 0.73%
+11,386
34
$2.97M 0.72%
222,470
-160,491
35
$2.96M 0.72%
237,414
+97,042
36
$2.84M 0.69%
+7,256
37
$2.84M 0.69%
+158,684
38
$2.82M 0.69%
17,548
+15,366
39
$2.8M 0.68%
47,098
+19,938
40
$2.79M 0.68%
15,058
+4,094
41
$2.72M 0.66%
225,598
+165,195
42
$2.72M 0.66%
32,122
-48,433
43
$2.62M 0.64%
+20,958
44
$2.61M 0.64%
327,248
+179,205
45
$2.61M 0.64%
299,714
+132,678
46
$2.59M 0.63%
117,646
+90,376
47
$2.56M 0.63%
177,698
-73,382
48
$2.52M 0.61%
+11,206
49
$2.49M 0.61%
229,232
+28,229
50
$2.42M 0.59%
53,868
+31,708
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