VIM

VELA Investment Management Portfolio holdings

AUM $372M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.18M
3
+$2.84M
4
MO icon
Altria Group
MO
+$2.22M
5
T icon
AT&T
T
+$1.92M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$1.9M
4
CASY icon
Casey's General Stores
CASY
+$1.82M
5
PZZA icon
Papa John's
PZZA
+$1.79M

Sector Composition

1 Industrials 23.22%
2 Financials 13.92%
3 Consumer Staples 12.02%
4 Healthcare 11.95%
5 Technology 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.48%
14,896
77
$1.35M 0.48%
46,541
-9,961
78
$1.35M 0.48%
13,195
+460
79
$1.26M 0.45%
11,474
80
$1.26M 0.45%
2,267
81
$1.26M 0.45%
16,708
+13,172
82
$1.25M 0.44%
20,487
83
$1.25M 0.44%
16,184
84
$1.21M 0.43%
15,533
85
$1.21M 0.43%
30,392
86
$1.19M 0.42%
6,765
+887
87
$1.16M 0.41%
69,812
+7,859
88
$1.16M 0.41%
2,564
+247
89
$1.15M 0.41%
37,165
+3,565
90
$1.15M 0.41%
3,333
-700
91
$1.14M 0.41%
4,360
92
$1.12M 0.4%
33,552
+1,038
93
$1.02M 0.36%
31,328
+8,685
94
$980K 0.35%
9,984
-2,695
95
$971K 0.34%
9,989
+1,672
96
$887K 0.31%
29,537
-5,500
97
$856K 0.3%
216
+5
98
$842K 0.3%
19,768
+11,728
99
$824K 0.29%
2,206
+40
100
$789K 0.28%
13,605
+1,809
2 3
4
5 6