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
$283M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.12M
3
+$2.47M
4
MO icon
Altria Group
MO
+$2.28M
5
T icon
AT&T
T
+$2.11M

Top Sells

1
+$2.87M
2
+$2.57M
3
+$2.09M
4
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$1.9M
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 0.42%
14,896
77
$1.35M 0.42%
46,541
-9,961
78
$1.35M 0.42%
13,195
+460
79
$1.26M 0.39%
11,474
80
$1.26M 0.39%
2,267
81
$1.26M 0.39%
16,708
+13,172
82
$1.25M 0.39%
20,487
83
$1.25M 0.39%
16,184
84
$1.21M 0.38%
15,533
85
$1.21M 0.38%
30,392
86
$1.19M 0.37%
6,765
+887
87
$1.16M 0.36%
69,812
+7,859
88
$1.16M 0.36%
2,564
+247
89
$1.15M 0.36%
37,165
+3,565
90
$1.15M 0.36%
3,333
-700
91
$1.14M 0.36%
4,360
92
$1.12M 0.35%
33,552
+1,038
93
$1.02M 0.32%
31,328
+8,685
94
$980K 0.3%
9,984
-2,695
95
$971K 0.3%
9,989
+1,672
96
$887K 0.28%
29,537
-5,500
97
$856K 0.27%
216
+5
98
$842K 0.26%
19,768
+11,728
99
$824K 0.26%
2,206
+40
100
$789K 0.25%
13,605
+1,809
2 3
4
5 6