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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.8M
3
+$5.53M
4
LOB icon
Live Oak Bancshares
LOB
+$5.09M
5
ASH icon
Ashland
ASH
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.46%
2 Industrials 17.01%
3 Consumer Discretionary 11.38%
4 Healthcare 11.37%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$579K 0.39%
+9,260
77
$576K 0.39%
+13,217
78
$564K 0.38%
+1,678
79
$563K 0.38%
+6,442
80
$561K 0.38%
+1,352
81
$556K 0.37%
+7,327
82
$556K 0.37%
+3,058
83
$554K 0.37%
+24,922
84
$554K 0.37%
+2,555
85
$529K 0.36%
+17,803
86
$519K 0.35%
+10,820
87
$511K 0.34%
+1,336
88
$500K 0.34%
+881
89
$497K 0.33%
+17,820
90
$487K 0.33%
+9,384
91
$477K 0.32%
+5,482
92
$476K 0.32%
+25,060
93
$469K 0.32%
+9,161
94
$464K 0.31%
+5,329
95
$456K 0.31%
+967
96
$455K 0.31%
+77
97
$452K 0.3%
+4,366
98
$449K 0.3%
+15,250
99
$438K 0.29%
+12,202
100
$437K 0.29%
+10,291
1 2 3
4
5