VIM

VELA Investment Management Portfolio holdings

AUM $372M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
-$961K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.35M
3
+$1.9M
4
PEP icon
PepsiCo
PEP
+$1.85M
5
SYY icon
Sysco
SYY
+$1.76M

Top Sells

1
+$2.41M
2
+$2.26M
3
+$1.99M
4
CNM icon
Core & Main
CNM
+$1.62M
5
CASY icon
Casey's General Stores
CASY
+$1.59M

Sector Composition

1 Industrials 22.39%
2 Consumer Staples 14.62%
3 Financials 14.29%
4 Healthcare 11.44%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.66%
32,331
-5,915
52
$1.93M 0.66%
36,120
+3,844
53
$1.91M 0.65%
59,542
-32,902
54
$1.82M 0.62%
25,597
-815
55
$1.81M 0.62%
23,120
-512
56
$1.75M 0.6%
11,000
+9,666
57
$1.72M 0.59%
122,671
58
$1.72M 0.59%
20,803
+5,406
59
$1.72M 0.59%
27,059
-297
60
$1.7M 0.58%
4,855
-114
61
$1.7M 0.58%
179,659
62
$1.69M 0.58%
234,288
+76,257
63
$1.62M 0.56%
16,423
64
$1.59M 0.54%
13,642
65
$1.59M 0.54%
128,746
+25,162
66
$1.57M 0.54%
10,687
-1,561
67
$1.57M 0.54%
19,545
+17
68
$1.56M 0.54%
31,150
+638
69
$1.54M 0.53%
+19,459
70
$1.51M 0.52%
34,267
-14,575
71
$1.46M 0.5%
156,772
+83,858
72
$1.42M 0.49%
+128,540
73
$1.42M 0.49%
308
-22
74
$1.37M 0.47%
32,942
75
$1.29M 0.44%
4,150
+413
1 2
3
4 5