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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
126
$1.16M 0.28%
18,880
-4,187
127
$1.15M 0.28%
9,192
+7,447
128
$1.12M 0.27%
25,542
+11,242
129
$1.12M 0.27%
+9,814
130
$1.11M 0.27%
19,660
-839
131
$1.09M 0.27%
13,244
+13,067
132
$1.08M 0.26%
+5,616
133
$1.01M 0.25%
4,742
+3,259
134
$1.01M 0.25%
+6,222
135
$1.01M 0.25%
+37,938
136
$1M 0.24%
+23,930
137
$1M 0.24%
+40,766
138
$1M 0.24%
14,230
-360
139
$1M 0.24%
+15,162
140
$1M 0.24%
19,392
-3,432
141
$1M 0.24%
4,556
-4,362
142
$1M 0.24%
+9,942
143
$997K 0.24%
39,146
-82,138
144
$997K 0.24%
+9,182
145
$995K 0.24%
9,230
-1,184
146
$994K 0.24%
48,514
+47,876
147
$987K 0.24%
21,174
+14,498
148
$983K 0.24%
12,296
-48
149
$942K 0.23%
+19,208
150
$935K 0.23%
+2,944
4 5
6
7 8