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
$292M
AUM Growth
-$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.79M
3
+$1.72M
4
CSX icon
CSX Corp
CSX
+$1.52M
5
PEP icon
PepsiCo
PEP
+$1.3M

Top Sells

1
+$3.05M
2
+$2.35M
3
+$2.1M
4
PRCT icon
Procept Biorobotics
PRCT
+$1.57M
5
GS icon
Goldman Sachs
GS
+$1.44M

Sector Composition

1 Industrials 22.72%
2 Financials 14.58%
3 Consumer Staples 12.8%
4 Healthcare 10.6%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$703K 0.2%
2,725
+485
102
$697K 0.19%
12,141
+2,791
103
$684K 0.19%
33,106
+6,371
104
$655K 0.18%
17,530
105
$609K 0.17%
12,729
106
$590K 0.16%
6,146
107
$574K 0.16%
7,914
+194
108
$555K 0.15%
28,307
-62,100
109
$497K 0.14%
6,697
+1,858
110
$483K 0.13%
2,058
111
$475K 0.13%
29,115
112
$474K 0.13%
15,429
-28,341
113
$453K 0.13%
3,876
-8
114
$424K 0.12%
15,000
115
$420K 0.12%
1,004
116
$394K 0.11%
4,416
117
$389K 0.11%
30,959
118
$385K 0.11%
10,255
119
$368K 0.1%
1,537
-138
120
$357K 0.1%
2,443
-37
121
$357K 0.1%
1,902
+130
122
$321K 0.09%
5,381
+1,070
123
$319K 0.09%
15,635
124
$309K 0.09%
1,651
125
$299K 0.08%
1,734
2 3 4
5
6