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
$291M
AUM Growth
-$961K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.02M
3
+$1.87M
4
SYY icon
Sysco
SYY
+$1.8M
5
NFG icon
National Fuel Gas
NFG
+$1.54M

Top Sells

1
+$2.42M
2
+$2.26M
3
+$1.71M
4
CASY icon
Casey's General Stores
CASY
+$1.68M
5
CNM icon
Core & Main
CNM
+$1.62M

Sector Composition

1 Industrials 22.39%
2 Consumer Staples 14.62%
3 Financials 14.29%
4 Healthcare 11.44%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.4%
3,516
+431
77
$1.26M 0.39%
4,692
-36
78
$1.25M 0.39%
10,283
79
$1.23M 0.38%
25,347
+3,962
80
$1.22M 0.38%
2,602
-22
81
$1.21M 0.38%
1,519
-160
82
$1.21M 0.38%
8,148
-606
83
$1.17M 0.37%
+2,359
84
$1.16M 0.36%
2,674
+600
85
$1.14M 0.36%
9,408
+4,763
86
$1.14M 0.36%
57,900
+11,900
87
$1.13M 0.35%
17,678
+5,537
88
$1.12M 0.35%
2,572
-3,876
89
$1.05M 0.33%
8,373
-8,638
90
$1.01M 0.32%
120,192
+22,371
91
$1M 0.31%
4,117
-1,336
92
$968K 0.3%
13,281
+1,126
93
$961K 0.3%
10,695
-26,949
94
$944K 0.3%
12,848
-1,691
95
$924K 0.29%
5,472
+1,152
96
$891K 0.28%
+28,381
97
$817K 0.26%
11,607
+4,910
98
$812K 0.25%
12,729
99
$809K 0.25%
92,412
+29,828
100
$767K 0.24%
+1,999
2 3
4
5 6