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
$336M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.59M
3
+$3.29M
4
VVV icon
Valvoline
VVV
+$3.27M
5
WHD icon
Cactus
WHD
+$2.14M

Top Sells

1
+$3.44M
2
+$1.45M
3
+$1.29M
4
CASY icon
Casey's General Stores
CASY
+$1.12M
5
FROG icon
JFrog
FROG
+$1.06M

Sector Composition

1 Industrials 24.37%
2 Financials 14.22%
3 Consumer Staples 11.71%
4 Healthcare 10.63%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.7%
287,443
+53,155
52
$2.31M 0.69%
14,827
+2,050
53
$2.3M 0.68%
12,750
+9,469
54
$2.28M 0.68%
5,622
+3,263
55
$2.2M 0.65%
22,561
+854
56
$2.12M 0.63%
23,196
+76
57
$2.08M 0.62%
33,487
+1,156
58
$2.07M 0.62%
724
-241
59
$2M 0.59%
31,363
+213
60
$1.96M 0.58%
10,558
-1,487
61
$1.89M 0.56%
36,685
+565
62
$1.88M 0.56%
22,032
-3,565
63
$1.78M 0.53%
308
64
$1.75M 0.52%
21,738
+2,193
65
$1.72M 0.51%
20,361
+902
66
$1.68M 0.5%
+16,905
67
$1.56M 0.46%
7,595
68
$1.55M 0.46%
105,027
-74,632
69
$1.53M 0.45%
4,930
-3,253
70
$1.5M 0.45%
4,225
-630
71
$1.49M 0.44%
4,991
+841
72
$1.49M 0.44%
29,586
-4,747
73
$1.49M 0.44%
9,761
-926
74
$1.48M 0.44%
16,098
-16,690
75
$1.47M 0.44%
45,215
+16,834
1 2
3
4 5