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
$283M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.12M
3
+$2.47M
4
MO icon
Altria Group
MO
+$2.28M
5
T icon
AT&T
T
+$2.11M

Top Sells

1
+$2.87M
2
+$2.57M
3
+$2.09M
4
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$1.9M
5
PZZA icon
Papa John's
PZZA
+$1.79M

Sector Composition

1 Industrials 23.22%
2 Financials 13.92%
3 Consumer Staples 12.02%
4 Healthcare 11.95%
5 Technology 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 0.98%
36,652
-2,181
27
$3.06M 0.95%
195,357
28
$2.98M 0.93%
78,328
+731
29
$2.95M 0.92%
78,545
+22,118
30
$2.89M 0.9%
38,300
-5,060
31
$2.74M 0.85%
81,824
-7,238
32
$2.7M 0.84%
28,376
+13,020
33
$2.61M 0.81%
387,152
+181,088
34
$2.6M 0.81%
27,331
+3,847
35
$2.58M 0.8%
24,831
+2,067
36
$2.55M 0.79%
807
+512
37
$2.54M 0.79%
64,378
+2,206
38
$2.54M 0.79%
38,378
+4,360
39
$2.45M 0.76%
9,885
+6,022
40
$2.42M 0.75%
14,097
+1,020
41
$2.4M 0.75%
141,642
42
$2.37M 0.74%
11,239
+1
43
$2.28M 0.71%
+50,093
44
$2.12M 0.66%
22,249
-123
45
$2.11M 0.66%
+110,595
46
$2.09M 0.65%
4,144
+52
47
$2.06M 0.64%
6,667
+26
48
$2.03M 0.63%
37,774
49
$1.96M 0.61%
88,432
+3,702
50
$1.94M 0.6%
39,634
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