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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.8M
3
+$5.53M
4
LOB icon
Live Oak Bancshares
LOB
+$5.09M
5
ASH icon
Ashland
ASH
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.46%
2 Industrials 17.01%
3 Consumer Discretionary 11.38%
4 Healthcare 11.37%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$421K 0.28%
+3,908
102
$414K 0.28%
+3,568
103
$412K 0.28%
+2,431
104
$412K 0.28%
+2,186
105
$393K 0.26%
+10,455
106
$366K 0.25%
+3,055
107
$364K 0.24%
+536
108
$358K 0.24%
+1,750
109
$327K 0.22%
+2,792
110
$289K 0.19%
+3,946
111
$280K 0.19%
+1,699
112
$275K 0.18%
+60,561
113
$273K 0.18%
+4,681
114
$232K 0.16%
+1,229
1 2 3 4
5