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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
76
$1.87M 0.46%
+5,640
77
$1.84M 0.45%
+13,930
78
$1.83M 0.45%
+19,238
79
$1.81M 0.44%
+13,510
80
$1.81M 0.44%
13,274
-9,220
81
$1.8M 0.44%
96,028
+24,529
82
$1.8M 0.44%
+6,002
83
$1.8M 0.44%
+44,564
84
$1.79M 0.44%
+24,252
85
$1.79M 0.44%
6,356
+5,704
86
$1.79M 0.44%
+6,820
87
$1.77M 0.43%
+6,436
88
$1.72M 0.42%
+19,628
89
$1.67M 0.41%
318,102
+249,765
90
$1.61M 0.39%
46,542
+3,230
91
$1.61M 0.39%
21,688
+21,656
92
$1.6M 0.39%
42,866
+16,591
93
$1.6M 0.39%
+98,328
94
$1.6M 0.39%
7,936
+4,426
95
$1.6M 0.39%
+4,852
96
$1.58M 0.39%
+6,300
97
$1.56M 0.38%
+126,254
98
$1.56M 0.38%
+215,840
99
$1.51M 0.37%
41,792
+24,069
100
$1.5M 0.37%
+8,996
2 3
4
5 6