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
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.08M
3
+$1.06M
4
NWE icon
NorthWestern Energy
NWE
+$912K
5
MDT icon
Medtronic
MDT
+$754K

Top Sells

1
+$969K
2
+$919K
3
+$834K
4
CIVI icon
Civitas Resources
CIVI
+$732K
5
CCF
Chase Corporation
CCF
+$721K

Sector Composition

1 Financials 21.33%
2 Industrials 17.78%
3 Healthcare 12.31%
4 Consumer Discretionary 10.08%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.32%
28,951
+4,477
27
$1.96M 1.23%
19,133
+1,591
28
$1.9M 1.19%
31,385
+4,268
29
$1.86M 1.17%
16,780
+6,797
30
$1.81M 1.14%
18,044
+3,296
31
$1.59M 1%
5,161
+340
32
$1.55M 0.97%
3,734
+217
33
$1.46M 0.91%
8,344
+399
34
$1.43M 0.9%
6,411
+915
35
$1.42M 0.89%
43,663
-12,978
36
$1.41M 0.89%
64,259
+22,638
37
$1.34M 0.84%
13,843
+65
38
$1.34M 0.84%
24,959
+2,744
39
$1.34M 0.84%
19,022
+84
40
$1.33M 0.84%
14,853
-3,214
41
$1.31M 0.82%
4,092
-244
42
$1.27M 0.8%
22,480
+13,096
43
$1.25M 0.78%
44,641
+10,038
44
$1.21M 0.76%
10,189
+1,059
45
$1.16M 0.73%
12,375
+56
46
$1.15M 0.72%
18,068
+70
47
$1.14M 0.72%
13,326
+40
48
$1.13M 0.71%
8,191
+26
49
$1.1M 0.69%
6,331
-1,442
50
$1.06M 0.66%
+34,783
1
2
3 4 5