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
$293M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.17M
3
+$1.63M
4
RRC icon
Range Resources
RRC
+$1.28M
5
LECO icon
Lincoln Electric
LECO
+$1.22M

Top Sells

1
+$3.39M
2
+$2.55M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.37M
5
WEN icon
Wendy's
WEN
+$1.97M

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