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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
$394M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$5.1M
3
+$4.1M
4
JKHY icon
Jack Henry & Associates
JKHY
+$4.05M
5
POOL icon
Pool Corp
POOL
+$3.95M

Top Sells

1
+$4.27M
2
+$3.59M
3
+$3.14M
4
SYY icon
Sysco
SYY
+$2.75M
5
SEB icon
Seaboard Corp
SEB
+$2.71M

Sector Composition

1 Industrials 27.87%
2 Consumer Discretionary 11.52%
3 Technology 10.98%
4 Financials 10.57%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
126
Mondelez International
MDLZ
$78.5B
$295K 0.07%
5,118
+195
WCC
127
WESCO International
WCC
$17.4B
$290K 0.07%
1,060
-86
BRO icon
128
Brown & Brown
BRO
$20.2B
$260K 0.07%
+3,982
VOO icon
129
Vanguard S&P 500 ETF
VOO
$991B
$259K 0.07%
+433
VTI icon
130
Vanguard Total Stock Market ETF
VTI
$659B
$256K 0.06%
797
ICLR icon
131
Icon
ICLR
$11.1B
$221K 0.06%
+1,994
CMPR icon
132
Cimpress
CMPR
$2B
$200K 0.05%
+2,743
AIG icon
133
American International
AIG
$40B
$91.6K 0.02%
1,217
-2,377
UHG
134
DELISTED
United Homes Group
UHG
$65K 0.02%
+56,000
XLE icon
135
State Street Energy Select Sector SPDR ETF
XLE
$37.3B
$44.4K 0.01%
+724
UNH icon
136
UnitedHealth
UNH
$371B
$2.98K ﹤0.01%
11
+7
OSG
137
Octave Specialty Group
OSG
$261M
– –
-178,752
ARKK icon
138
ARK Innovation ETF
ARKK
$6.99B
– –
0
AVY icon
139
Avery Dennison
AVY
$12.4B
– –
-2,596
AXSM icon
140
Axsome Therapeutics
AXSM
$12.9B
– –
0
BOKF icon
141
BOK Financial
BOKF
$8.07B
– –
-17,849
CNC icon
142
Centene
CNC
$30.3B
– –
0
GLD icon
143
SPDR Gold Trust
GLD
$141B
– –
0
GPC icon
144
Genuine Parts
GPC
$14.8B
– –
-4,800
INTC icon
145
Intel
INTC
$605B
– –
0
IONS icon
146
Ionis Pharmaceuticals
IONS
$12B
– –
0
NEU icon
147
NewMarket
NEU
$7.33B
– –
-2,211
NWE icon
148
NorthWestern Energy
NWE
$4.37B
– –
-4,233
OWL icon
149
Blue Owl Capital
OWL
$6.64B
– –
0
PYPL icon
150
PayPal
PYPL
$38.1B
– –
0
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6
7