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
$293M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.17M
3
+$1.63M
4
RRC icon
Range Resources
RRC
+$1.28M
5
LECO icon
Lincoln Electric
LECO
+$1.22M

Top Sells

1
+$3.39M
2
+$2.55M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.37M
5
WEN icon
Wendy's
WEN
+$1.97M

Sector Composition

1 Industrials 23.92%
2 Financials 13.5%
3 Healthcare 12.4%
4 Consumer Staples 12.16%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.6%
18,542
52
$1.91M 0.59%
17,055
+14,541
53
$1.8M 0.56%
10,797
+1,974
54
$1.8M 0.56%
30,133
-7,641
55
$1.8M 0.55%
13,156
-39
56
$1.77M 0.55%
48,950
-187
57
$1.74M 0.54%
8,930
+14
58
$1.71M 0.53%
12,782
+113
59
$1.71M 0.53%
23,832
+1,583
60
$1.69M 0.52%
9,813
-6
61
$1.67M 0.52%
6,105
+40
62
$1.66M 0.51%
20,684
+5,788
63
$1.66M 0.51%
26,438
+4,139
64
$1.65M 0.51%
18,684
+1,976
65
$1.62M 0.5%
1,809
66
$1.61M 0.5%
19,553
+14
67
$1.61M 0.5%
4,560
68
$1.57M 0.48%
19,616
-871
69
$1.54M 0.47%
43,770
70
$1.53M 0.47%
23,657
+313
71
$1.52M 0.47%
8,938
+4
72
$1.49M 0.46%
5,453
73
$1.45M 0.45%
90,407
74
$1.42M 0.44%
336
+120
75
$1.39M 0.43%
99,079
-13,009
1 2
3
4 5