VIM

VELA Investment Management Portfolio holdings

AUM $394M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.83M
3
+$1.79M
4
MUSA icon
Murphy USA
MUSA
+$1.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.71M

Top Sells

1
+$3.2M
2
+$2.94M
3
+$2.64M
4
WNC icon
Wabash National
WNC
+$2.25M
5
BRKR icon
Bruker
BRKR
+$1.98M

Sector Composition

1 Industrials 23.49%
2 Financials 13.25%
3 Technology 11.86%
4 Consumer Staples 11.45%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.42%
4,239
+14
77
$1.44M 0.42%
30,503
-1,114
78
$1.43M 0.41%
9,209
-552
79
$1.42M 0.41%
3,516
80
$1.42M 0.41%
4,470
-460
81
$1.41M 0.41%
14,785
-8,411
82
$1.4M 0.4%
7,595
83
$1.39M 0.4%
9,595
+23
84
$1.39M 0.4%
+201,058
85
$1.35M 0.39%
22,193
-227
86
$1.3M 0.37%
12,361
+7,806
87
$1.2M 0.35%
5,101
+566
88
$1.19M 0.34%
2,592
+4
89
$1.19M 0.34%
12,096
-156
90
$1.13M 0.33%
13,386
-2,712
91
$1.09M 0.31%
40,500
+6,200
92
$1.09M 0.31%
8,692
-9,848
93
$1.07M 0.31%
13,987
-977
94
$1.02M 0.3%
7,880
-480
95
$1.02M 0.29%
7,970
-426
96
$1.02M 0.29%
151,000
+49,000
97
$960K 0.28%
17,678
98
$923K 0.27%
3,835
+892
99
$883K 0.25%
2,502
+293
100
$877K 0.25%
12,465
+2,352
2 3
4
5 6