VIM

VELA Investment Management Portfolio holdings

AUM $372M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.59M
3
+$3.29M
4
VVV icon
Valvoline
VVV
+$3.27M
5
WHD icon
Cactus
WHD
+$2.14M

Top Sells

1
+$3.44M
2
+$1.45M
3
+$1.29M
4
CASY icon
Casey's General Stores
CASY
+$1.12M
5
FROG icon
JFrog
FROG
+$1.06M

Sector Composition

1 Industrials 24.37%
2 Financials 14.22%
3 Consumer Staples 11.71%
4 Healthcare 10.63%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$855K 0.25%
2,209
+210
102
$805K 0.24%
+102,000
103
$784K 0.23%
10,552
-41
104
$736K 0.22%
7,296
-2,112
105
$706K 0.21%
2,943
106
$676K 0.2%
12,989
+260
107
$651K 0.19%
10,113
+2,476
108
$642K 0.19%
7,366
-3,329
109
$608K 0.18%
8,641
-16,706
110
$586K 0.17%
242,962
+86,628
111
$584K 0.17%
3,917
112
$576K 0.17%
3,607
113
$548K 0.16%
+5,312
114
$529K 0.16%
4,361
+498
115
$518K 0.15%
+4,555
116
$471K 0.14%
1,004
117
$447K 0.13%
2,844
+419
118
$446K 0.13%
1,537
119
$432K 0.13%
2,070
+856
120
$420K 0.12%
2,614
+931
121
$406K 0.12%
11,376
-1,660
122
$370K 0.11%
2,575
-5,573
123
$335K 0.1%
1,612
+297
124
$333K 0.1%
3,301
+460
125
$332K 0.1%
4,923
-1,258
2 3 4
5
6