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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
151
$934K 0.23%
+22,728
152
$932K 0.23%
+8,244
153
$919K 0.22%
+6,692
154
$895K 0.22%
+36,094
155
$893K 0.22%
29,756
+13,606
156
$874K 0.21%
45,632
+44,975
157
$871K 0.21%
+19,394
158
$846K 0.21%
71,918
-89,883
159
$842K 0.21%
63,544
-70,072
160
$841K 0.21%
+4,374
161
$835K 0.2%
2,648
+991
162
$815K 0.2%
+6,308
163
$811K 0.2%
+59,514
164
$810K 0.2%
+1,954
165
$807K 0.2%
26,888
-8,123
166
$804K 0.2%
6,622
-1,834
167
$803K 0.2%
+13,520
168
$803K 0.2%
+8,276
169
$803K 0.2%
+13,846
170
$801K 0.2%
10,626
+9,372
171
$800K 0.2%
+8,380
172
$800K 0.2%
+12,130
173
$797K 0.19%
+22,590
174
$794K 0.19%
9,536
+9,122
175
$790K 0.19%
+19,204
5 6
7
8 9