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
$247M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.11M
3 +$888K
4
NVST icon
Envista
NVST
+$811K
5
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$682K

Top Sells

1 +$2.4M
2 +$1.73M
3 +$1.27M
4
GIL icon
Gildan
GIL
+$1.2M
5
ASH icon
Ashland
ASH
+$1.18M

Sector Composition

1 Industrials 22.24%
2 Healthcare 14%
3 Financials 13.9%
4 Consumer Discretionary 11.95%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,102
152
-3,832
153
-3,878