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
$293M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.17M
3
+$1.63M
4
RRC icon
Range Resources
RRC
+$1.28M
5
LECO icon
Lincoln Electric
LECO
+$1.22M

Top Sells

1
+$3.39M
2
+$2.55M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.37M
5
WEN icon
Wendy's
WEN
+$1.97M

Sector Composition

1 Industrials 23.92%
2 Financials 13.5%
3 Healthcare 12.4%
4 Consumer Staples 12.16%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.42%
4,974
+614
77
$1.35M 0.42%
46,541
78
$1.31M 0.4%
32,942
+2,550
79
$1.26M 0.39%
2,546
-18
80
$1.26M 0.39%
6,101
-664
81
$1.25M 0.39%
29,548
+17,358
82
$1.25M 0.39%
3,085
-248
83
$1.22M 0.38%
27,349
+7,581
84
$1.21M 0.37%
123,435
+108,435
85
$1.21M 0.37%
10,283
-1,191
86
$1.18M 0.36%
+3,035
87
$1.16M 0.36%
33,585
+33
88
$1.13M 0.35%
14,539
-994
89
$1.09M 0.34%
2,613
+407
90
$1.06M 0.33%
13,598
-7
91
$970K 0.3%
9,984
92
$955K 0.29%
+51,360
93
$941K 0.29%
49,049
-133,053
94
$904K 0.28%
28,395
-1,142
95
$876K 0.27%
17,530
+3,572
96
$797K 0.25%
69,072
+36,686
97
$797K 0.25%
95,866
98
$740K 0.23%
4,684
-6,094
99
$729K 0.22%
+12,729
100
$701K 0.22%
+44,651
2 3
4
5 6