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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
51
$2.41M 0.59%
31,372
+26,502
52
$2.39M 0.58%
+49,272
53
$2.38M 0.58%
65,340
+40,721
54
$2.38M 0.58%
11,124
+9,257
55
$2.36M 0.58%
12,436
+11,369
56
$2.31M 0.56%
4,772
+3,865
57
$2.29M 0.56%
+180,542
58
$2.26M 0.55%
+10,700
59
$2.23M 0.54%
+58,234
60
$2.21M 0.54%
45,682
+19,895
61
$2.21M 0.54%
+58,652
62
$2.21M 0.54%
+17,822
63
$2.2M 0.54%
195,838
+159,800
64
$2.2M 0.54%
+19,696
65
$2.14M 0.52%
+147,464
66
$2.05M 0.5%
+24,412
67
$2.03M 0.49%
135,148
+102,724
68
$2.02M 0.49%
+90,062
69
$2.01M 0.49%
+115,912
70
$2.01M 0.49%
5,360
+3,367
71
$2M 0.49%
+49,838
72
$2M 0.49%
+4,740
73
$1.99M 0.48%
148,644
+275
74
$1.93M 0.47%
+78,042
75
$1.88M 0.46%
+21,984
1 2
3
4 5