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
$228M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.39M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.17M
5
CRTO icon
Criteo
CRTO
+$1.08M

Top Sells

1
+$1.95M
2
+$1.64M
3
+$1.6M
4
BWXT icon
BWX Technologies
BWXT
+$1.33M
5
CFR icon
Cullen/Frost Bankers
CFR
+$1.28M

Sector Composition

1 Industrials 20.94%
2 Financials 14.12%
3 Healthcare 13.82%
4 Consumer Discretionary 12.19%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.44%
+5,556
77
$1.01M 0.44%
16,001
78
$1,000K 0.44%
32,514
79
$995K 0.44%
9,433
-626
80
$988K 0.43%
+18,865
81
$987K 0.43%
4,291
82
$984K 0.43%
165
83
$964K 0.42%
18,260
84
$962K 0.42%
10,148
-2,075
85
$892K 0.39%
13,177
+1,881
86
$823K 0.36%
5,878
87
$800K 0.35%
37,663
+8,620
88
$797K 0.35%
29,681
+2,976
89
$784K 0.34%
28,121
-18,487
90
$780K 0.34%
19,088
91
$772K 0.34%
25,375
+12,860
92
$739K 0.32%
9,238
-12,857
93
$737K 0.32%
+7,460
94
$735K 0.32%
17,603
+2,994
95
$732K 0.32%
3,882
96
$701K 0.31%
+32,248
97
$638K 0.28%
+1,596
98
$637K 0.28%
1,968
99
$608K 0.27%
4,193
100
$605K 0.27%
3,417
2 3
4
5 6