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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
176
$788K 0.19%
+4,820
177
$780K 0.19%
+27,410
178
$774K 0.19%
11,506
+4,345
179
$773K 0.19%
149,320
-29,264
180
$762K 0.19%
9,844
-40,788
181
$730K 0.18%
63,694
-32,723
182
$723K 0.18%
+6,306
183
$699K 0.17%
+6,778
184
$665K 0.16%
+9,500
185
$662K 0.16%
2,696
+2,098
186
$645K 0.16%
15,958
+6,243
187
$640K 0.16%
+11,148
188
$622K 0.15%
+5,676
189
$614K 0.15%
+3,784
190
$609K 0.15%
5,250
-15,796
191
$604K 0.15%
+1,266
192
$603K 0.15%
+8,268
193
$603K 0.15%
8,340
+1,995
194
$602K 0.15%
+2,552
195
$602K 0.15%
+3,700
196
$602K 0.15%
+9,502
197
$602K 0.15%
+20,712
198
$602K 0.15%
+5,434
199
$602K 0.15%
17,348
+6,411
200
$601K 0.15%
7,892
+6,353
6 7
8
9 10