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

Top Buys

1
+$2.29M
2
+$2.05M
3
+$1.59M
4
RRC icon
Range Resources
RRC
+$1.28M
5
INDV icon
Indivior Pharmaceuticals
INDV
+$1.27M

Top Sells

1
+$3.39M
2
+$2.68M
3
+$2.37M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.34M
5
WEN icon
Wendy's
WEN
+$1.92M

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 0.47%
4,974
+614
77
$1.35M 0.46%
46,541
78
$1.31M 0.45%
32,942
+2,550
79
$1.26M 0.43%
2,546
-18
80
$1.26M 0.43%
6,101
-664
81
$1.25M 0.43%
29,548
+17,358
82
$1.25M 0.43%
3,085
-248
83
$1.22M 0.42%
27,349
+7,581
84
$1.21M 0.41%
123,435
+108,435
85
$1.21M 0.41%
10,283
-1,191
86
$1.18M 0.4%
+3,035
87
$1.16M 0.4%
33,585
+33
88
$1.13M 0.39%
14,539
-994
89
$1.09M 0.37%
2,613
+407
90
$1.06M 0.36%
13,598
-7
91
$970K 0.33%
9,984
92
$955K 0.33%
+51,360
93
$941K 0.32%
49,049
-133,053
94
$904K 0.31%
28,395
-1,142
95
$876K 0.3%
17,530
+3,572
96
$797K 0.27%
69,072
+36,686
97
$797K 0.27%
95,866
98
$740K 0.25%
4,684
-6,094
99
$729K 0.25%
+12,729
100
$701K 0.24%
+44,651
2 3
4
5 6