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
$175M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ABT icon
Abbott
ABT
+$1.08M
5
KEX icon
Kirby Corp
KEX
+$1.07M

Top Sells

1
+$1.05M
2
+$743K
3
+$454K
4
JWN
Nordstrom
JWN
+$417K
5
CTSH icon
Cognizant
CTSH
+$260K

Sector Composition

1 Financials 19.11%
2 Industrials 18.38%
3 Healthcare 12.46%
4 Consumer Discretionary 9.52%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.62%
3,696
+2,665
52
$1.07M 0.61%
24,044
+1,564
53
$1.06M 0.61%
36,638
+9,346
54
$1.05M 0.6%
13,319
+4,798
55
$1.02M 0.58%
6,288
-43
56
$1.01M 0.58%
22,270
+27
57
$1.01M 0.58%
11,583
58
$988K 0.57%
25,909
+13,707
59
$966K 0.55%
+22,807
60
$958K 0.55%
8,226
+35
61
$949K 0.54%
5,694
+2,287
62
$941K 0.54%
20,464
+3,184
63
$915K 0.52%
+4,198
64
$903K 0.52%
19,935
+8,510
65
$889K 0.51%
15,139
+2,456
66
$826K 0.47%
+3,792
67
$824K 0.47%
2,252
+294
68
$819K 0.47%
20,260
+6,994
69
$799K 0.46%
2,912
+1,560
70
$770K 0.44%
+9,224
71
$759K 0.43%
40,205
-24,054
72
$742K 0.42%
13,291
+4,989
73
$742K 0.42%
10,995
-3,858
74
$729K 0.42%
11,673
+2,761
75
$722K 0.41%
34,287
+12,577
1 2
3
4 5