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
$175M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ABT icon
Abbott
ABT
+$1.08M
5
KEX icon
Kirby Corp
KEX
+$1.07M

Top Sells

1
+$1.05M
2
+$743K
3
+$454K
4
JWN
Nordstrom
JWN
+$417K
5
CTSH icon
Cognizant
CTSH
+$260K

Sector Composition

1 Financials 19.11%
2 Industrials 18.38%
3 Healthcare 12.46%
4 Consumer Discretionary 9.52%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$703K 0.4%
13,756
77
$696K 0.4%
14,544
+5,824
78
$667K 0.38%
8,731
+5,939
79
$658K 0.38%
8,337
+6
80
$643K 0.37%
6,975
81
$597K 0.34%
23,161
-1,189
82
$586K 0.34%
+3,552
83
$581K 0.33%
9,260
84
$580K 0.33%
2,947
+392
85
$576K 0.33%
10,457
-916
86
$574K 0.33%
4,267
87
$571K 0.33%
5,674
+16
88
$564K 0.32%
19,706
+3,925
89
$554K 0.32%
16,105
90
$553K 0.32%
14,129
+3,347
91
$535K 0.31%
8,439
+37
92
$527K 0.3%
17,820
93
$509K 0.29%
+12,720
94
$507K 0.29%
38,405
+13,386
95
$503K 0.29%
16,167
+1,848
96
$492K 0.28%
2,205
-343
97
$487K 0.28%
+2,147
98
$482K 0.28%
10,910
+6,964
99
$461K 0.26%
30,410
+12,370
100
$459K 0.26%
1,544
2 3
4
5 6