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
$292M
AUM Growth
-$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.79M
3
+$1.72M
4
CSX icon
CSX Corp
CSX
+$1.52M
5
PEP icon
PepsiCo
PEP
+$1.3M

Top Sells

1
+$3.05M
2
+$2.35M
3
+$2.1M
4
PRCT icon
Procept Biorobotics
PRCT
+$1.57M
5
GS icon
Goldman Sachs
GS
+$1.44M

Sector Composition

1 Industrials 22.72%
2 Financials 14.58%
3 Consumer Staples 12.8%
4 Healthcare 10.6%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.41%
8,954
+24
77
$1.45M 0.4%
32,942
78
$1.36M 0.38%
3,528
-2,021
79
$1.31M 0.37%
3,737
-823
80
$1.24M 0.35%
10,283
81
$1.23M 0.34%
21,385
+701
82
$1.22M 0.34%
+30,512
83
$1.2M 0.33%
3,085
84
$1.19M 0.33%
+20,241
85
$1.16M 0.32%
+158,031
86
$1.16M 0.32%
13,559
-39
87
$1.11M 0.31%
2,624
+11
88
$1.01M 0.28%
4,320
+923
89
$953K 0.27%
14,539
90
$932K 0.26%
49,101
-31,019
91
$883K 0.25%
+97,821
92
$866K 0.24%
72,914
+28,263
93
$817K 0.23%
69,072
94
$813K 0.23%
4,684
95
$807K 0.22%
148,112
+52,246
96
$792K 0.22%
+62,584
97
$774K 0.22%
4,645
+1,517
98
$772K 0.22%
46,000
+31,000
99
$765K 0.21%
2,074
+1,045
100
$733K 0.2%
12,155
+3,453
2 3
4
5 6