VIM

VELA Investment Management Portfolio holdings

AUM $347M
1-Year Est. Return 8.05%
This Quarter Est. Return
1 Year Est. Return
+8.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.8M
3
+$5.53M
4
LOB icon
Live Oak Bancshares
LOB
+$5.09M
5
ASH icon
Ashland
ASH
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.46%
2 Industrials 17.01%
3 Consumer Discretionary 11.38%
4 Healthcare 11.37%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.21%
+17,542
27
$1.68M 1.13%
+7,773
28
$1.67M 1.12%
+7,580
29
$1.62M 1.09%
+4,821
30
$1.61M 1.08%
+14,748
31
$1.6M 1.08%
+18,067
32
$1.5M 1.01%
+4,336
33
$1.48M 0.99%
+27,117
34
$1.46M 0.98%
+13,778
35
$1.42M 0.95%
+56,641
36
$1.41M 0.95%
+7,945
37
$1.3M 0.87%
+12,319
38
$1.3M 0.87%
+5,496
39
$1.29M 0.87%
+26,112
40
$1.29M 0.87%
+18,938
41
$1.28M 0.86%
+9,130
42
$1.21M 0.81%
+3,517
43
$1.19M 0.8%
+24,474
44
$1.13M 0.76%
+13,286
45
$1.12M 0.75%
+25,481
46
$1.11M 0.75%
+15,851
47
$1.06M 0.72%
+22,215
48
$1.03M 0.69%
+9,983
49
$1.03M 0.69%
+8,165
50
$993K 0.67%
+41,621
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