VIM

VELA Investment Management Portfolio holdings

AUM $394M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.83M
3
+$1.79M
4
MUSA icon
Murphy USA
MUSA
+$1.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.71M

Top Sells

1
+$3.2M
2
+$2.94M
3
+$2.64M
4
WNC icon
Wabash National
WNC
+$2.25M
5
BRKR icon
Bruker
BRKR
+$1.98M

Sector Composition

1 Industrials 23.49%
2 Financials 13.25%
3 Technology 11.86%
4 Consumer Staples 11.45%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$826K 0.24%
3,917
102
$735K 0.21%
55,900
-18,100
103
$710K 0.2%
7,459
+93
104
$710K 0.2%
10,592
+40
105
$671K 0.19%
+11,700
106
$654K 0.19%
66,306
-210,900
107
$646K 0.19%
6,375
+1,063
108
$556K 0.16%
4,014
-347
109
$460K 0.13%
968
-36
110
$425K 0.12%
2,844
111
$413K 0.12%
+100,000
112
$383K 0.11%
1,215
-322
113
$373K 0.11%
1,988
-626
114
$372K 0.11%
1,510
-560
115
$367K 0.11%
+11,501
116
$357K 0.1%
11,376
117
$351K 0.1%
4,728
118
$340K 0.1%
2,099
+38
119
$306K 0.09%
4,900
-23
120
$282K 0.08%
3,594
121
$282K 0.08%
1,738
+87
122
$262K 0.08%
+797
123
$249K 0.07%
1,353
-259
124
$248K 0.07%
+4,233
125
$242K 0.07%
1,146
2 3 4
5
6