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
$247M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.11M
3
+$888K
4
NVST icon
Envista
NVST
+$811K
5
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$682K

Top Sells

1
+$2.4M
2
+$1.73M
3
+$1.27M
4
GIL icon
Gildan
GIL
+$1.2M
5
ASH icon
Ashland
ASH
+$1.18M

Sector Composition

1 Industrials 22.24%
2 Healthcare 14%
3 Financials 13.9%
4 Consumer Discretionary 11.95%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.43%
11,680
-742
77
$1.12M 0.43%
4,300
+9
78
$1.12M 0.43%
12,072
-25,948
79
$1.1M 0.42%
6,506
+380
80
$1.06M 0.4%
16,001
81
$1.04M 0.4%
21,082
+1,994
82
$1.03M 0.4%
30,706
+10,994
83
$987K 0.38%
29,575
+4,200
84
$977K 0.37%
35,037
+2,789
85
$962K 0.37%
12,679
-2,256
86
$960K 0.37%
33,600
+3,919
87
$942K 0.36%
5,878
88
$942K 0.36%
13,988
+811
89
$936K 0.36%
16,184
-2,076
90
$930K 0.36%
6,118
+4,092
91
$922K 0.35%
17,924
+3,556
92
$899K 0.34%
27,183
-36,344
93
$894K 0.34%
2,317
+349
94
$888K 0.34%
+21,965
95
$859K 0.33%
20,487
+2,757
96
$857K 0.33%
8,317
+857
97
$837K 0.32%
3,439
+1,899
98
$809K 0.31%
228
+52
99
$798K 0.31%
15,214
-2,389
100
$791K 0.3%
1,615
+19
2 3
4
5 6