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
$283M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.12M
3
+$2.47M
4
MO icon
Altria Group
MO
+$2.28M
5
T icon
AT&T
T
+$2.11M

Top Sells

1
+$2.87M
2
+$2.57M
3
+$2.09M
4
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$1.9M
5
PZZA icon
Papa John's
PZZA
+$1.79M

Sector Composition

1 Industrials 23.22%
2 Financials 13.92%
3 Consumer Staples 12.02%
4 Healthcare 11.95%
5 Technology 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,617
152
– –
-23,070
153
– –
0
154
– –
-8,279
155
– –
0
156
– –
-1,163
3 4 5 6
7