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
$175M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ABT icon
Abbott
ABT
+$1.08M
5
KEX icon
Kirby Corp
KEX
+$1.07M

Top Sells

1
+$1.05M
2
+$743K
3
+$454K
4
JWN
Nordstrom
JWN
+$417K
5
CTSH icon
Cognizant
CTSH
+$260K

Sector Composition

1 Financials 19.11%
2 Industrials 18.38%
3 Healthcare 12.46%
4 Consumer Discretionary 9.52%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.17%
3,402
127
$288K 0.16%
+4,220
128
$288K 0.16%
728
129
$281K 0.16%
1,744
130
$278K 0.16%
+27,866
131
$272K 0.16%
3,049
+298
132
$272K 0.16%
+2,864
133
$263K 0.15%
4,527
134
$244K 0.14%
1,567
135
$233K 0.13%
+2,776
136
$202K 0.12%
+1,798
137
– –
-5,933
138
– –
-15,364
139
– –
-27,584
140
– –
-4,574
2 3 4 5
6