VIM
VELA Investment Management Portfolio holdings
AUM
$336M
1-Year Return
8.32%
This Quarter Return
-1.51%
1 Year Return
+8.32%
3 Year Return
+52.11%
5 Year Return
–
10 Year Return
–
AUM
$291M
AUM Growth
-$961K
(-0.33%)
Cap. Flow
+$5.82M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
27.66%
Holding
147
New
8
Increased
56
Reduced
45
Closed
15
Top Buys
| 1 |
CSX Corp
CSX
|
+$2.18M |
| 2 |
Bruker
BRKR
|
+$2.02M |
| 3 |
PepsiCo
PEP
|
+$1.87M |
| 4 |
Sysco
SYY
|
+$1.8M |
| 5 |
National Fuel Gas
NFG
|
+$1.54M |
Top Sells
| 1 |
Medtronic
MDT
|
+$2.42M |
| 2 |
Tidewater
TDW
|
+$2.26M |
| 3 |
The Greenbrier Companies
GBX
|
+$1.71M |
| 4 |
Casey's General Stores
CASY
|
+$1.68M |
| 5 |
Core & Main
CNM
|
+$1.62M |
Sector Composition
| 1 | Industrials | 22.39% |
| 2 | Consumer Staples | 14.62% |
| 3 | Financials | 14.29% |
| 4 | Healthcare | 11.44% |
| 5 | Communication Services | 9.68% |
