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
$336M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.59M
3
+$3.29M
4
VVV icon
Valvoline
VVV
+$3.27M
5
WHD icon
Cactus
WHD
+$2.14M

Top Sells

1
+$3.44M
2
+$1.45M
3
+$1.29M
4
CASY icon
Casey's General Stores
CASY
+$1.12M
5
FROG icon
JFrog
FROG
+$1.06M

Sector Composition

1 Industrials 24.37%
2 Financials 14.22%
3 Consumer Staples 11.71%
4 Healthcare 10.63%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.44%
162,020
+5,248
77
$1.46M 0.43%
+2,112
78
$1.43M 0.42%
30,185
-2,757
79
$1.39M 0.41%
31,617
-27,925
80
$1.32M 0.39%
34,333
+66
81
$1.32M 0.39%
2,588
-14
82
$1.29M 0.38%
3,516
83
$1.28M 0.38%
4,692
84
$1.26M 0.37%
74,000
+16,100
85
$1.18M 0.35%
9,572
-711
86
$1.14M 0.34%
12,252
-1,029
87
$1.11M 0.33%
8,360
+6,351
88
$1.11M 0.33%
8,396
-5,246
89
$1.09M 0.32%
+22,420
90
$1.05M 0.31%
14,964
+2,116
91
$1.04M 0.31%
18,028
+6,421
92
$1.04M 0.31%
2,674
93
$1.03M 0.31%
4,535
+418
94
$1.03M 0.31%
5,818
+346
95
$989K 0.29%
17,678
96
$952K 0.28%
34,300
+9,300
97
$920K 0.27%
+14,516
98
$919K 0.27%
7,148
-1,225
99
$908K 0.27%
+2,232
100
$872K 0.26%
122,770
+30,358
2 3
4
5 6