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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.8M
3
+$5.53M
4
LOB icon
Live Oak Bancshares
LOB
+$5.09M
5
ASH icon
Ashland
ASH
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.46%
2 Industrials 17.01%
3 Consumer Discretionary 11.38%
4 Healthcare 11.37%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$972K 0.65%
+34,603
52
$969K 0.65%
+32,650
53
$919K 0.62%
+39,393
54
$903K 0.61%
+17,998
55
$871K 0.59%
+28,707
56
$859K 0.58%
+15,111
57
$801K 0.54%
+19,439
58
$799K 0.54%
+29,094
59
$772K 0.52%
+6,975
60
$745K 0.5%
+30,964
61
$721K 0.48%
+7,244
62
$709K 0.48%
+8,720
63
$691K 0.46%
+8,361
64
$691K 0.46%
+6,290
65
$681K 0.46%
+29,763
66
$679K 0.46%
+15,267
67
$672K 0.45%
+14,635
68
$669K 0.45%
+29,586
69
$656K 0.44%
+17,917
70
$633K 0.43%
+8,770
71
$625K 0.42%
+3,342
72
$625K 0.42%
+97,668
73
$622K 0.42%
+3,255
74
$605K 0.41%
+3,701
75
$592K 0.4%
+3,407
1 2
3
4 5