VIM

VELA Investment Management Portfolio holdings

AUM $372M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.91M
3
+$2.95M
4
SSD icon
Simpson Manufacturing
SSD
+$2.62M
5
CRTO icon
Criteo
CRTO
+$2.51M

Top Sells

1
+$3.85M
2
+$3.44M
3
+$2.7M
4
VVV icon
Valvoline
VVV
+$2.7M
5
GHC icon
Graham Holdings Company
GHC
+$2.13M

Sector Composition

1 Industrials 25.14%
2 Technology 12.59%
3 Financials 10.94%
4 Consumer Discretionary 10.66%
5 Healthcare 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JKHY icon
51
Jack Henry & Associates
JKHY
$12.1B
$2.55M 0.69%
+13,988
SSD icon
52
Simpson Manufacturing
SSD
$7.38B
$2.5M 0.67%
+15,505
SUPN icon
53
Supernus Pharmaceuticals
SUPN
$2.93B
$2.48M 0.67%
49,910
+9,659
JBI icon
54
Janus International
JBI
$762M
$2.46M 0.66%
375,487
+96,762
NLOP
55
Net Lease Office Properties
NLOP
$205M
$2.43M 0.65%
94,327
+21,991
SU icon
56
Suncor Energy
SU
$72.9B
$2.41M 0.65%
54,368
-7,631
RRC icon
57
Range Resources
RRC
$10.2B
$2.34M 0.63%
66,496
-26,976
GMED icon
58
Globus Medical
GMED
$11.9B
$2.32M 0.62%
26,597
+1,114
PAL
59
Proficient Auto Logistics
PAL
$172M
$2.31M 0.62%
239,980
+38,922
TTC icon
60
Toro Company
TTC
$9.15B
$2.22M 0.6%
+28,250
BOKF icon
61
BOK Financial
BOKF
$7.61B
$2.11M 0.57%
17,849
-4,451
NFG icon
62
National Fuel Gas
NFG
$8.91B
$2.07M 0.56%
25,806
+2,692
META icon
63
Meta Platforms (Facebook)
META
$1.58T
$1.98M 0.53%
3,000
-218
C icon
64
Citigroup
C
$189B
$1.93M 0.52%
16,504
-5,528
MPLX icon
65
MPLX
MPLX
$59.4B
$1.89M 0.51%
35,346
-560
ZTS icon
66
Zoetis
ZTS
$51.6B
$1.87M 0.5%
14,873
-10
MET icon
67
MetLife
MET
$45.7B
$1.85M 0.5%
23,444
-1,829
CRM icon
68
Salesforce
CRM
$182B
$1.81M 0.49%
6,843
+246
SPSC icon
69
SPS Commerce
SPSC
$2.28B
$1.8M 0.48%
+20,171
EHC icon
70
Encompass Health
EHC
$10.1B
$1.78M 0.48%
16,776
+2,917
IMKTA icon
71
Ingles Markets
IMKTA
$1.66B
$1.7M 0.46%
24,833
-232
ABBV icon
72
AbbVie
ABBV
$393B
$1.7M 0.46%
7,445
-2,978
TDW icon
73
Tidewater
TDW
$3.79B
$1.69M 0.45%
33,369
+4,389
DOO
74
Bombardier Recreational Products
DOO
$4.64B
$1.65M 0.44%
23,335
+1,142
NOMD icon
75
Nomad Foods
NOMD
$1.42B
$1.53M 0.41%
122,400
+66,500
1 2
3
4 5