VIM
VELA Investment Management Portfolio holdings
AUM
$336M
This Quarter Return
+3.95%
1 Year Return
+8.32%
3 Year Return
+52.11%
5 Year Return
–
10 Year Return
–
AUM
$336M
AUM Growth
+$336M
(+15%)
Cap. Flow
+$38.8M
Cap. Flow
% of AUM
11.54%
Top 10 Holdings %
Top 10 Hldgs %
28.42%
Holding
145
New
13
Increased
69
Reduced
35
Closed
11
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$4.64M |
| 2 |
Criteo
CRTO
|
$3.91M |
| 3 |
Valvoline
VVV
|
$3.54M |
| 4 |
Pool Corp
POOL
|
$3.17M |
| 5 |
Bruker
BRKR
|
$2.26M |
Top Sells
| 1 |
Civitas Resources
CIVI
|
$3.44M |
| 2 |
Starbucks
SBUX
|
$1.53M |
| 3 |
Graham Holdings Company
GHC
|
$1.29M |
| 4 |
JFrog
FROG
|
$1.23M |
| 5 |
Microchip Technology
MCHP
|
$1.18M |
Sector Composition
| 1 | Industrials | 24.37% |
| 2 | Financials | 14.22% |
| 3 | Consumer Staples | 11.71% |
| 4 | Healthcare | 10.63% |
| 5 | Consumer Discretionary | 10.27% |
