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
$283M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.12M
3
+$2.47M
4
MO icon
Altria Group
MO
+$2.28M
5
T icon
AT&T
T
+$2.11M

Top Sells

1
+$2.87M
2
+$2.57M
3
+$2.09M
4
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$1.9M
5
PZZA icon
Papa John's
PZZA
+$1.79M

Sector Composition

1 Industrials 23.22%
2 Financials 13.92%
3 Consumer Staples 12.02%
4 Healthcare 11.95%
5 Technology 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.59%
7,709
+2,029
52
$1.88M 0.58%
12,669
-4,351
53
$1.84M 0.57%
42,704
54
$1.81M 0.56%
23,398
+3,038
55
$1.73M 0.54%
49,137
+771
56
$1.72M 0.53%
23,344
-14,146
57
$1.72M 0.53%
21,392
58
$1.7M 0.53%
18,542
59
$1.65M 0.51%
9,155
-3,398
60
$1.64M 0.51%
5,453
61
$1.57M 0.49%
9,819
+5,937
62
$1.56M 0.48%
6,065
+846
63
$1.55M 0.48%
+8,916
64
$1.53M 0.47%
4,998
+2,618
65
$1.49M 0.46%
36,390
+3,500
66
$1.47M 0.46%
8,934
+638
67
$1.47M 0.46%
90,407
68
$1.45M 0.45%
10,778
69
$1.45M 0.45%
112,088
+35,674
70
$1.42M 0.44%
1,809
71
$1.42M 0.44%
22,299
+236
72
$1.41M 0.44%
43,770
+4,485
73
$1.4M 0.44%
8,823
+2,008
74
$1.38M 0.43%
4,560
+879
75
$1.37M 0.43%
19,539
+1,995
1 2
3
4 5