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
$292M
AUM Growth
-$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.79M
3
+$1.72M
4
CSX icon
CSX Corp
CSX
+$1.52M
5
PEP icon
PepsiCo
PEP
+$1.3M

Top Sells

1
+$3.05M
2
+$2.35M
3
+$2.1M
4
PRCT icon
Procept Biorobotics
PRCT
+$1.57M
5
GS icon
Goldman Sachs
GS
+$1.44M

Sector Composition

1 Industrials 22.72%
2 Financials 14.58%
3 Consumer Staples 12.8%
4 Healthcare 10.6%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.08M 0.86%
35,042
+2,671
27
$3.05M 0.85%
84,273
+24,001
28
$3.01M 0.84%
37,644
+2,066
29
$3M 0.84%
6,403
+68
30
$2.91M 0.81%
76,048
+11,670
31
$2.78M 0.77%
34,441
+108
32
$2.76M 0.77%
38,580
-10,037
33
$2.72M 0.76%
92,444
-17
34
$2.66M 0.74%
17,517
+8,579
35
$2.65M 0.74%
28,678
-7,830
36
$2.62M 0.73%
50,093
37
$2.6M 0.72%
80,535
+46,950
38
$2.59M 0.72%
73,816
39
$2.55M 0.71%
6,448
40
$2.55M 0.71%
8,614
-2,906
41
$2.52M 0.7%
110,603
+4
42
$2.49M 0.69%
62,538
+4,028
43
$2.32M 0.65%
954
-22
44
$2.32M 0.65%
13,036
-18
45
$2.32M 0.65%
10,797
46
$2.31M 0.64%
21,707
+3,165
47
$2.31M 0.64%
64,666
+37
48
$2.29M 0.64%
3,916
+2
49
$2.28M 0.64%
17,011
-44
50
$2.26M 0.63%
179,659
+56,224
1
2
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