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
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.08M
3
+$1.06M
4
NWE icon
NorthWestern Energy
NWE
+$912K
5
MDT icon
Medtronic
MDT
+$754K

Top Sells

1
+$969K
2
+$919K
3
+$834K
4
CIVI icon
Civitas Resources
CIVI
+$732K
5
CCF
Chase Corporation
CCF
+$721K

Sector Composition

1 Financials 21.33%
2 Industrials 17.78%
3 Healthcare 12.31%
4 Consumer Discretionary 10.08%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.66%
27,584
+9,667
52
$1.03M 0.65%
22,243
-3,869
53
$994K 0.62%
27,292
-3,672
54
$992K 0.62%
18,899
-13,365
55
$933K 0.59%
8,861
+2,571
56
$912K 0.57%
+15,073
57
$907K 0.57%
11,583
-4,268
58
$892K 0.56%
1,958
+1,077
59
$880K 0.55%
17,280
+2,645
60
$873K 0.55%
6,975
61
$863K 0.54%
13,756
-1,355
62
$818K 0.51%
6,915
+3,214
63
$750K 0.47%
29,168
+74
64
$743K 0.47%
4,574
+1,232
65
$736K 0.46%
+5,658
66
$731K 0.46%
8,331
+3,965
67
$729K 0.46%
8,912
+2,470
68
$703K 0.44%
8,402
+41
69
$694K 0.44%
+8,521
70
$683K 0.43%
+15,781
71
$672K 0.42%
11,373
-14,108
72
$657K 0.41%
24,350
-710
73
$651K 0.41%
9,260
74
$637K 0.4%
2,548
-510
75
$590K 0.37%
14,319
-948
1 2
3
4 5