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
$217M
AUM Growth
-$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$435K
3
+$410K
4
FOXF icon
Fox Factory Holding Corp
FOXF
+$407K
5
BATRK icon
Atlanta Braves Holdings Series B
BATRK
+$316K

Top Sells

1
+$2.2M
2
+$1.59M
3
+$1.31M
4
CIVI icon
Civitas Resources
CIVI
+$1.09M
5
KEX icon
Kirby Corp
KEX
+$1.08M

Sector Composition

1 Industrials 21.04%
2 Financials 14.75%
3 Healthcare 13.19%
4 Consumer Discretionary 11.66%
5 Technology 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.68%
4,261
+420
52
$1.46M 0.67%
24,716
53
$1.41M 0.65%
8,520
+134
54
$1.4M 0.65%
25,132
55
$1.4M 0.65%
50,485
56
$1.4M 0.64%
3,662
-1,639
57
$1.37M 0.63%
38,608
+1,188
58
$1.35M 0.62%
42,791
59
$1.34M 0.62%
53,991
60
$1.33M 0.61%
15,846
61
$1.3M 0.6%
46,225
62
$1.27M 0.59%
5,141
63
$1.27M 0.59%
17,245
64
$1.27M 0.59%
18,665
+434
65
$1.27M 0.59%
12,895
66
$1.26M 0.58%
14,873
67
$1.26M 0.58%
7,337
+228
68
$1.26M 0.58%
30,840
69
$1.16M 0.54%
11,718
+757
70
$1.11M 0.51%
32,514
+2,215
71
$1.1M 0.51%
1,964
+378
72
$1.1M 0.51%
12,223
73
$1.09M 0.5%
3,528
+487
74
$1.08M 0.5%
12,010
+1,366
75
$1.07M 0.49%
5,788
-800
1 2
3
4 5