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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
201
$601K 0.15%
5,770
-3,970
202
$601K 0.15%
+7,276
203
$600K 0.15%
+31,000
204
$600K 0.15%
+3,908
205
$600K 0.15%
7,114
+1,362
206
$600K 0.15%
+7,440
207
$600K 0.15%
5,506
+5,486
208
$600K 0.15%
+15,462
209
$600K 0.15%
4,310
-1,221
210
$600K 0.15%
5,820
-26,632
211
$600K 0.15%
2,436
+744
212
$600K 0.15%
10,960
+3,404
213
$600K 0.15%
+8,278
214
$599K 0.15%
+61,194
215
$599K 0.15%
18,600
-17,808
216
$598K 0.15%
+9,574
217
$598K 0.15%
+7,684
218
$597K 0.15%
14,466
+1,636
219
$596K 0.15%
+17,792
220
$591K 0.14%
+10,304
221
$587K 0.14%
10,252
+4,937
222
$580K 0.14%
11,512
+3,026
223
$562K 0.14%
+6,650
224
$561K 0.14%
6,282
-43,953
225
$561K 0.14%
+5,368
7 8
9
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