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
$175M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ABT icon
Abbott
ABT
+$1.08M
5
KEX icon
Kirby Corp
KEX
+$1.07M

Top Sells

1
+$1.05M
2
+$743K
3
+$454K
4
JWN
Nordstrom
JWN
+$417K
5
CTSH icon
Cognizant
CTSH
+$260K

Sector Composition

1 Financials 19.11%
2 Industrials 18.38%
3 Healthcare 12.46%
4 Consumer Discretionary 9.52%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.18M 4.11%
118,058
+17,641
2
$6.93M 3.97%
25,368
+4,051
3
$6.44M 3.69%
181,580
+40,644
4
$4.98M 2.85%
48,297
+4,066
5
$4.43M 2.53%
122,984
+32,887
6
$4.41M 2.53%
9,427
+1,047
7
$3.91M 2.24%
74,715
+5,475
8
$3.81M 2.18%
7,952
+1,932
9
$3.58M 2.05%
32,880
+8,500
10
$3.06M 1.75%
67,291
+8,428
11
$2.94M 1.68%
46,535
+9,042
12
$2.92M 1.67%
74,404
+16,123
13
$2.79M 1.6%
4,922
+658
14
$2.7M 1.55%
34,206
+763
15
$2.67M 1.53%
17,442
+1,629
16
$2.65M 1.51%
31,224
+5,400
17
$2.62M 1.5%
62,220
+7,500
18
$2.61M 1.5%
9,275
+905
19
$2.56M 1.46%
5,154
-15
20
$2.55M 1.46%
48,327
+10,599
21
$2.53M 1.45%
26,806
+6,360
22
$2.48M 1.42%
27,054
+9,010
23
$2.48M 1.42%
65,986
+10,185
24
$2.21M 1.27%
65,251
-4,763
25
$2.19M 1.25%
20,150
+9,961
1
2 3 4 5