VIM
VELA Investment Management Portfolio holdings
AUM
$336M
1-Year Return
8.32%
This Quarter Return
+3.34%
1 Year Return
+8.32%
3 Year Return
+52.11%
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
+$17.4M
(+8.6%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
6.76%
Top 10 Holdings %
Top 10 Hldgs %
27.94%
Holding
146
New
9
Increased
95
Reduced
17
Closed
13
Top Buys
| 1 |
Casey's General Stores
CASY
|
$2.87M |
| 2 |
Cullen/Frost Bankers
CFR
|
$2.27M |
| 3 |
Criteo
CRTO
|
$1.28M |
| 4 |
NAPA
The Duckhorn Portfolio, Inc.
NAPA
|
$1.07M |
| 5 |
Fidelity National Information Services
FIS
|
$1.04M |
Top Sells
| 1 |
Live Oak Bancshares
LOB
|
$3.18M |
| 2 |
Bank OZK
OZK
|
$2.87M |
| 3 |
Washington Trust Bancorp
WASH
|
$1.56M |
| 4 |
FRC
First Republic Bank
FRC
|
$1.46M |
| 5 |
UMB Financial
UMBF
|
$1.33M |
Sector Composition
| 1 | Industrials | 19.33% |
| 2 | Financials | 14.62% |
| 3 | Healthcare | 13.55% |
| 4 | Consumer Discretionary | 11.04% |
| 5 | Technology | 9.66% |
