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
$283M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.12M
3
+$2.47M
4
MO icon
Altria Group
MO
+$2.28M
5
T icon
AT&T
T
+$2.11M

Top Sells

1
+$2.87M
2
+$2.57M
3
+$2.09M
4
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$1.9M
5
PZZA icon
Papa John's
PZZA
+$1.79M

Sector Composition

1 Industrials 23.22%
2 Financials 13.92%
3 Consumer Staples 12.02%
4 Healthcare 11.95%
5 Technology 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$689K 0.21%
11,599
-8,086
102
$686K 0.21%
95,866
+21,549
103
$632K 0.2%
8,702
+1,160
104
$624K 0.19%
+12,190
105
$558K 0.17%
1,029
106
$542K 0.17%
12,291
107
$499K 0.16%
6,146
108
$484K 0.15%
13,958
+1,294
109
$471K 0.15%
+12,779
110
$463K 0.14%
4,839
+1,203
111
$455K 0.14%
3,508
+2,089
112
$447K 0.14%
20,773
113
$442K 0.14%
2,058
+254
114
$441K 0.14%
1,004
-694
115
$432K 0.13%
3,124
+663
116
$413K 0.13%
8,237
117
$402K 0.12%
10,255
118
$370K 0.11%
1,683
119
$364K 0.11%
1,627
120
$361K 0.11%
1,651
-1,805
121
$358K 0.11%
+15,000
122
$342K 0.11%
32,386
123
$339K 0.11%
1,675
-1,000
124
$338K 0.11%
+5,919
125
$321K 0.1%
4,824
3 4
5
6 7