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
$293M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.17M
3
+$1.63M
4
RRC icon
Range Resources
RRC
+$1.28M
5
LECO icon
Lincoln Electric
LECO
+$1.22M

Top Sells

1
+$3.39M
2
+$2.55M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.37M
5
WEN icon
Wendy's
WEN
+$1.97M

Sector Composition

1 Industrials 23.92%
2 Financials 13.5%
3 Healthcare 12.4%
4 Consumer Staples 12.16%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$680K 0.21%
12,291
102
$676K 0.21%
3,397
+1,928
103
$654K 0.2%
8,702
104
$649K 0.2%
3,128
+1,445
105
$648K 0.2%
+7,720
106
$617K 0.19%
26,735
-61,697
107
$572K 0.18%
30,959
+10,186
108
$567K 0.17%
6,146
109
$557K 0.17%
9,350
+3,431
110
$547K 0.17%
2,240
+613
111
$543K 0.17%
3,884
+760
112
$535K 0.17%
1,029
113
$511K 0.16%
2,058
114
$510K 0.16%
29,115
-112,527
115
$479K 0.15%
1,004
116
$464K 0.14%
4,839
117
$455K 0.14%
+15,635
118
$450K 0.14%
15,000
119
$428K 0.13%
10,255
120
$421K 0.13%
+37,579
121
$370K 0.11%
4,416
-11,768
122
$364K 0.11%
1,651
123
$356K 0.11%
3,447
124
$356K 0.11%
+2,480
125
$353K 0.11%
1,675
3 4
5
6 7