VIM

VELA Investment Management Portfolio holdings

AUM $372M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.05M
3
+$1.59M
4
RRC icon
Range Resources
RRC
+$1.28M
5
INDV icon
Indivior Pharmaceuticals
INDV
+$1.27M

Top Sells

1
+$3.39M
2
+$2.68M
3
+$2.37M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.34M
5
WEN icon
Wendy's
WEN
+$1.92M

Sector Composition

1 Industrials 23.92%
2 Financials 13.5%
3 Healthcare 12.4%
4 Consumer Staples 12.16%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-8,237
152
– –
0
153
– –
-11,599
154
– –
-12,779
3 4 5 6
7