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
$293M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.17M
3
+$1.63M
4
RRC icon
Range Resources
RRC
+$1.28M
5
LECO icon
Lincoln Electric
LECO
+$1.22M

Top Sells

1
+$3.39M
2
+$2.55M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.37M
5
WEN icon
Wendy's
WEN
+$1.97M

Sector Composition

1 Industrials 23.92%
2 Financials 13.5%
3 Healthcare 12.4%
4 Consumer Staples 12.16%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.03%
6,335
-2,046
27
$3.2M 0.99%
35,578
-15,459
28
$3.17M 0.98%
11,520
+1,635
29
$3.06M 0.94%
976
+169
30
$3.04M 0.94%
32,371
+3,995
31
$2.99M 0.92%
409,092
+21,940
32
$2.97M 0.92%
27,331
33
$2.88M 0.89%
34,333
-3,967
34
$2.76M 0.85%
58,510
+22,120
35
$2.69M 0.83%
92,461
+13,916
36
$2.58M 0.8%
13,054
-1,043
37
$2.56M 0.79%
64,378
38
$2.56M 0.79%
50,093
39
$2.52M 0.78%
60,272
+17,568
40
$2.43M 0.75%
110,599
+4
41
$2.42M 0.75%
6,448
-3,506
42
$2.41M 0.74%
30,263
+6,865
43
$2.39M 0.74%
64,629
-13,699
44
$2.35M 0.72%
21,392
45
$2.24M 0.69%
3,914
-230
46
$2.17M 0.67%
+80,120
47
$2.13M 0.66%
47,881
+8,247
48
$2.11M 0.65%
73,816
+42,488
49
$2.1M 0.65%
7,955
+246
50
$2.05M 0.63%
5,549
-1,118
1
2
3 4 5