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
$228M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.39M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.17M
5
CRTO icon
Criteo
CRTO
+$1.08M

Top Sells

1
+$1.95M
2
+$1.64M
3
+$1.6M
4
BWXT icon
BWX Technologies
BWXT
+$1.33M
5
CFR icon
Cullen/Frost Bankers
CFR
+$1.28M

Sector Composition

1 Industrials 20.94%
2 Financials 14.12%
3 Healthcare 13.82%
4 Consumer Discretionary 12.19%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.07%
10,944
+1,363
27
$2.38M 1.05%
81,525
+37,074
28
$2.32M 1.02%
34,607
+1,954
29
$2.32M 1.02%
38,310
+1,305
30
$2.24M 0.98%
13,077
+455
31
$2.19M 0.96%
39,694
+9,212
32
$2.17M 0.95%
36,851
+2,945
33
$2.16M 0.95%
64,129
+25,521
34
$2.09M 0.92%
20,827
+963
35
$2.02M 0.89%
99,039
+2,497
36
$2.01M 0.88%
36,562
+1,760
37
$1.98M 0.87%
61,567
+16,598
38
$1.96M 0.86%
56,079
+9,854
39
$1.86M 0.82%
52,046
-11,953
40
$1.78M 0.78%
63,527
+7,754
41
$1.77M 0.78%
79,922
+25,931
42
$1.73M 0.76%
23,191
-1,525
43
$1.72M 0.76%
122,714
+40,887
44
$1.7M 0.75%
62,117
+29,417
45
$1.56M 0.68%
6,578
+475
46
$1.54M 0.68%
9,905
+1,385
47
$1.53M 0.67%
36,365
+12,836
48
$1.51M 0.67%
7,400
-354
49
$1.51M 0.66%
42,791
50
$1.49M 0.65%
21,392
+5,546
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