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
$220M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.27M
3
+$1.28M
4
NAPA
The Duckhorn Portfolio, Inc.
NAPA
+$1.07M
5
FIS icon
Fidelity National Information Services
FIS
+$1.04M

Top Sells

1
+$3.18M
2
+$2.87M
3
+$1.56M
4
FRC
First Republic Bank
FRC
+$1.46M
5
UMBF icon
UMB Financial
UMBF
+$1.33M

Sector Composition

1 Industrials 19.33%
2 Financials 14.62%
3 Healthcare 13.55%
4 Consumer Discretionary 11.04%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 1.06%
75,183
+11,751
27
$2.27M 1.03%
+21,532
28
$2.2M 1%
34,219
+13
29
$2.08M 0.95%
95,702
+14,229
30
$2.08M 0.95%
5,391
+919
31
$2.04M 0.93%
9,695
+2,148
32
$2.04M 0.93%
7,066
+1,208
33
$2.02M 0.92%
8,655
+1,006
34
$1.96M 0.89%
33,828
+5,560
35
$1.91M 0.87%
35,105
+19,204
36
$1.91M 0.87%
46,608
37
$1.89M 0.86%
11,466
+2,415
38
$1.89M 0.86%
56,032
+398
39
$1.88M 0.86%
5,301
-34
40
$1.87M 0.85%
22,095
+5,004
41
$1.85M 0.84%
55,773
+26,704
42
$1.81M 0.82%
30,029
+5,640
43
$1.8M 0.82%
34,337
-21,260
44
$1.77M 0.8%
32,653
+7,703
45
$1.7M 0.77%
45,587
+12,160
46
$1.65M 0.75%
5,191
+176
47
$1.63M 0.74%
3,941
+530
48
$1.58M 0.72%
7,609
+1,344
49
$1.5M 0.68%
25,919
-3,230
50
$1.48M 0.67%
53,991
+2,178
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2
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