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
$175M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ABT icon
Abbott
ABT
+$1.08M
5
KEX icon
Kirby Corp
KEX
+$1.07M

Top Sells

1
+$1.05M
2
+$743K
3
+$454K
4
JWN
Nordstrom
JWN
+$417K
5
CTSH icon
Cognizant
CTSH
+$260K

Sector Composition

1 Financials 19.11%
2 Industrials 18.38%
3 Healthcare 12.46%
4 Consumer Discretionary 9.52%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.23%
208,167
+10,009
27
$1.98M 1.13%
34,686
+3,301
28
$1.96M 1.12%
55,878
+12,215
29
$1.92M 1.1%
34,822
+9,863
30
$1.87M 1.07%
75,396
+40,613
31
$1.86M 1.06%
20,695
+3,915
32
$1.84M 1.06%
19,182
+49
33
$1.79M 1.02%
28,986
+35
34
$1.71M 0.98%
44,294
+130
35
$1.67M 0.96%
6,805
+394
36
$1.61M 0.92%
23,080
+4,058
37
$1.46M 0.84%
5,074
+982
38
$1.39M 0.79%
28,688
+9,789
39
$1.37M 0.78%
4,574
+840
40
$1.33M 0.76%
13,326
41
$1.33M 0.76%
5,162
+1
42
$1.3M 0.74%
15,091
+1,248
43
$1.25M 0.72%
12,643
+3,782
44
$1.25M 0.72%
16,591
+4,216
45
$1.25M 0.72%
47,559
+18,391
46
$1.18M 0.67%
19,989
+4,916
47
$1.14M 0.65%
8,345
+1
48
$1.13M 0.65%
47,034
+2,393
49
$1.12M 0.64%
12,521
+5,606
50
$1.1M 0.63%
19,644
+1,576
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2
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