VIM

VELA Investment Management Portfolio holdings

AUM $394M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.83M
3
+$1.79M
4
MUSA icon
Murphy USA
MUSA
+$1.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.71M

Top Sells

1
+$3.2M
2
+$2.94M
3
+$2.64M
4
WNC icon
Wabash National
WNC
+$2.25M
5
BRKR icon
Bruker
BRKR
+$1.98M

Sector Composition

1 Industrials 23.49%
2 Financials 13.25%
3 Technology 11.86%
4 Consumer Staples 11.45%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.68%
3,218
-301
52
$2.24M 0.64%
22,032
53
$2.21M 0.64%
14,686
+8,868
54
$2.21M 0.64%
68,000
-55,591
55
$2.2M 0.63%
28,406
+11,501
56
$2.18M 0.63%
14,883
+56
57
$2.15M 0.62%
72,336
+27,121
58
$2.14M 0.62%
38,581
+7,218
59
$2.14M 0.62%
23,114
+2,753
60
$2.08M 0.6%
25,273
+3,535
61
$2.08M 0.6%
141,222
+15,048
62
$2.05M 0.59%
33,308
-179
63
$1.92M 0.55%
+40,251
64
$1.79M 0.52%
35,906
-779
65
$1.76M 0.51%
13,859
-10,552
66
$1.74M 0.5%
25,065
+10,549
67
$1.73M 0.5%
2,088
-24
68
$1.59M 0.46%
7,350
-350
69
$1.57M 0.45%
22,495
-15,190
70
$1.57M 0.45%
32,155
-2,178
71
$1.56M 0.45%
6,597
+1,905
72
$1.56M 0.45%
30,255
+70
73
$1.55M 0.45%
+28,980
74
$1.5M 0.43%
180,089
+57,319
75
$1.46M 0.42%
+25,483
1 2
3
4 5