VIM

VELA Investment Management Portfolio holdings

AUM $394M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.83M
3
+$1.79M
4
MUSA icon
Murphy USA
MUSA
+$1.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.71M

Top Sells

1
+$3.2M
2
+$2.94M
3
+$2.64M
4
WNC icon
Wabash National
WNC
+$2.25M
5
BRKR icon
Bruker
BRKR
+$1.98M

Sector Composition

1 Industrials 23.49%
2 Financials 13.25%
3 Technology 11.86%
4 Consumer Staples 11.45%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 1.18%
121,635
+50,611
27
$3.76M 1.08%
7,268
-364
28
$3.76M 1.08%
198,351
-1,409
29
$3.73M 1.08%
27,883
-542
30
$3.71M 1.07%
80,426
-938
31
$3.55M 1.02%
30,307
-9,428
32
$3.52M 1.01%
93,472
+9,296
33
$3.44M 0.99%
142,511
+37,484
34
$3.4M 0.98%
10,967
+76
35
$3.26M 0.94%
309,725
-30,001
36
$3.24M 0.93%
77,960
-1,272
37
$3.1M 0.89%
47,031
+2,552
38
$2.93M 0.84%
11,867
+6,876
39
$2.9M 0.84%
34,282
-146
40
$2.89M 0.83%
11,720
-1,030
41
$2.75M 0.79%
278,725
-8,718
42
$2.7M 0.78%
80,787
-15,576
43
$2.61M 0.75%
15,539
+189
44
$2.61M 0.75%
6,714
+4,482
45
$2.59M 0.75%
711
-13
46
$2.59M 0.75%
61,999
-4,148
47
$2.53M 0.73%
13,701
-3,320
48
$2.49M 0.72%
22,300
-261
49
$2.47M 0.71%
209,432
-1,616
50
$2.41M 0.7%
10,423
-135
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2
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