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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
$38M
AUM Growth
+$692K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$420K
3
+$419K
4
KBH icon
KB Home
KBH
+$414K
5
HWM icon
Howmet Aerospace
HWM
+$406K

Top Sells

1
+$359K
2
+$358K
3
+$326K
4
NYT icon
New York Times
NYT
+$324K
5
HCA icon
HCA Healthcare
HCA
+$321K

Sector Composition

1 Financials 17.49%
2 Technology 13.65%
3 Consumer Discretionary 13.29%
4 Industrials 12.35%
5 Healthcare 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-2,423
602
– –
-148
603
– –
-306
604
– –
-3,384
605
– –
-381
606
– –
-398
607
– –
-1,329
608
– –
-5,129
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