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
$228M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.39M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.17M
5
CRTO icon
Criteo
CRTO
+$1.08M

Top Sells

1
+$1.95M
2
+$1.64M
3
+$1.6M
4
BWXT icon
BWX Technologies
BWXT
+$1.33M
5
CFR icon
Cullen/Frost Bankers
CFR
+$1.28M

Sector Composition

1 Industrials 20.94%
2 Financials 14.12%
3 Healthcare 13.82%
4 Consumer Discretionary 12.19%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.64%
21,293
+4,048
52
$1.44M 0.63%
4,757
53
$1.42M 0.63%
23,534
-1,598
54
$1.4M 0.62%
7,677
+340
55
$1.36M 0.6%
5,141
56
$1.36M 0.6%
5,945
+1,684
57
$1.35M 0.59%
18,998
+15,170
58
$1.32M 0.58%
14,873
59
$1.3M 0.57%
12,092
-803
60
$1.27M 0.56%
33,618
+2,778
61
$1.24M 0.55%
13,959
+195
62
$1.21M 0.53%
4,021
+606
63
$1.2M 0.53%
47,190
-3,295
64
$1.16M 0.51%
11,689
+7,940
65
$1.15M 0.51%
2,262
-2,243
66
$1.15M 0.51%
14,935
-983
67
$1.13M 0.5%
12,422
+704
68
$1.13M 0.5%
3,681
+153
69
$1.1M 0.48%
1,964
70
$1.09M 0.48%
13,954
+1,944
71
$1.06M 0.46%
19,867
+1,202
72
$1.06M 0.46%
11,575
-14,003
73
$1.05M 0.46%
2,819
-843
74
$1.04M 0.46%
6,126
+338
75
$1.02M 0.45%
5,040
1 2
3
4 5