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
$292M
AUM Growth
-$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.79M
3
+$1.72M
4
CSX icon
CSX Corp
CSX
+$1.52M
5
PEP icon
PepsiCo
PEP
+$1.3M

Top Sells

1
+$3.05M
2
+$2.35M
3
+$2.1M
4
PRCT icon
Procept Biorobotics
PRCT
+$1.57M
5
GS icon
Goldman Sachs
GS
+$1.44M

Sector Composition

1 Industrials 22.72%
2 Financials 14.58%
3 Consumer Staples 12.8%
4 Healthcare 10.6%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.63%
41,319
+17,487
52
$2.24M 0.62%
113,574
+62,214
53
$2.23M 0.62%
38,246
+8,113
54
$2.07M 0.58%
27,356
+8,672
55
$2M 0.56%
48,842
-108
56
$1.94M 0.54%
15,397
+2,615
57
$1.91M 0.53%
+32,718
58
$1.86M 0.52%
26,412
-26
59
$1.83M 0.51%
16,423
-10,908
60
$1.78M 0.5%
1,679
-130
61
$1.75M 0.49%
23,632
-25
62
$1.72M 0.48%
+8,754
63
$1.72M 0.48%
122,671
+23,592
64
$1.64M 0.46%
330
-6
65
$1.62M 0.45%
31,902
-15,979
66
$1.6M 0.45%
19,528
-25
67
$1.58M 0.44%
12,248
-908
68
$1.58M 0.44%
4,728
-1,377
69
$1.57M 0.44%
4,969
-5
70
$1.54M 0.43%
32,276
+4,927
71
$1.53M 0.43%
5,453
72
$1.51M 0.42%
103,584
+66,005
73
$1.5M 0.42%
13,642
+3,658
74
$1.49M 0.42%
8,754
-1,059
75
$1.46M 0.41%
46,541
1 2
3
4 5