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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
$394M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$5.1M
3
+$4.1M
4
JKHY icon
Jack Henry & Associates
JKHY
+$4.05M
5
POOL icon
Pool Corp
POOL
+$3.95M

Top Sells

1
+$4.27M
2
+$3.59M
3
+$3.14M
4
SYY icon
Sysco
SYY
+$2.75M
5
SEB icon
Seaboard Corp
SEB
+$2.71M

Sector Composition

1 Industrials 27.87%
2 Consumer Discretionary 11.52%
3 Technology 10.98%
4 Financials 10.57%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
101
Deere & Co
DE
$155B
$924K 0.23%
1,641
-318
UBER icon
102
Uber
UBER
$148B
$870K 0.22%
12,092
-4
FIS icon
103
Fidelity National Information Services
FIS
$20.1B
$733K 0.19%
15,633
-35,459
MTN icon
104
Vail Resorts
MTN
$4.79B
$715K 0.18%
5,574
+1,157
NOC icon
105
Northrop Grumman
NOC
$77.4B
$613K 0.16%
899
-5,188
GOOG icon
106
Alphabet (Google) Class C
GOOG
$4.48T
$590K 0.15%
2,056
KKR icon
107
KKR & Co
KKR
$88.1B
$584K 0.15%
6,310
-1,570
MDT icon
108
Medtronic
MDT
$103B
$579K 0.15%
6,686
+840
NFLX icon
109
Netflix
NFLX
$344B
$552K 0.14%
+5,745
ABBV icon
110
AbbVie
ABBV
$392B
$534K 0.14%
2,454
-4,991
SPG icon
111
Simon Property Group
SPG
$69.9B
$505K 0.13%
2,705
+717
RKT icon
112
Rocket Companies
RKT
$39.4B
$497K 0.13%
34,876
-8,211
FIBK icon
113
First Interstate BancSystem
FIBK
$3.54B
$488K 0.12%
14,601
+3,100
MA icon
114
Mastercard
MA
$434B
$479K 0.12%
+958
BXP icon
115
Boston Properties
BXP
$10.5B
$475K 0.12%
9,147
+4,419
DPZ icon
116
Domino's
DPZ
$10.5B
$473K 0.12%
+1,319
UNP icon
117
Union Pacific
UNP
$159B
$427K 0.11%
1,761
+86
LIN icon
118
Linde
LIN
$241B
$426K 0.11%
859
CMCSA icon
119
Comcast
CMCSA
$85.6B
$356K 0.09%
12,393
GRMN icon
120
Garmin
GRMN
$45.9B
$350K 0.09%
1,510
SBUX icon
121
Starbucks
SBUX
$116B
$347K 0.09%
3,875
-7,073
AMD icon
122
Advanced Micro Devices
AMD
$892B
$322K 0.08%
1,584
-515
FOUR.PRA
123
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$535M
$322K 0.08%
6,000
+3,000
FLO icon
124
Flowers Foods
FLO
$1.63B
$308K 0.08%
+37,751
ZBRA icon
125
Zebra Technologies
ZBRA
$11.4B
$296K 0.08%
+1,418
3 4
5
6 7