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
$175M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ABT icon
Abbott
ABT
+$1.08M
5
KEX icon
Kirby Corp
KEX
+$1.07M

Top Sells

1
+$1.05M
2
+$743K
3
+$454K
4
JWN
Nordstrom
JWN
+$417K
5
CTSH icon
Cognizant
CTSH
+$260K

Sector Composition

1 Financials 19.11%
2 Industrials 18.38%
3 Healthcare 12.46%
4 Consumer Discretionary 9.52%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$454K 0.26%
+31,038
102
$443K 0.25%
5,553
+634
103
$441K 0.25%
6,682
+897
104
$434K 0.25%
2,975
105
$434K 0.25%
+26,354
106
$432K 0.25%
3,791
+324
107
$431K 0.25%
11,554
+1,263
108
$421K 0.24%
2,676
+926
109
$398K 0.23%
+6,411
110
$395K 0.23%
+1,737
111
$394K 0.23%
+2,219
112
$394K 0.23%
+6,269
113
$383K 0.22%
+10,239
114
$377K 0.22%
+8,511
115
$377K 0.22%
+5,922
116
$377K 0.22%
+2,454
117
$377K 0.22%
+7,436
118
$374K 0.21%
+2,048
119
$373K 0.21%
+2,803
120
$326K 0.19%
967
121
$318K 0.18%
16,230
-12,571
122
$315K 0.18%
3,813
+758
123
$308K 0.18%
77
124
$304K 0.17%
10,455
125
$296K 0.17%
+3,098
2 3 4
5
6