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
1
$14.3M 4.43%
117,207
-1,585
2
$11.1M 3.43%
244,460
+5,277
3
$9.81M 3.03%
21,320
-5,301
4
$8.29M 2.56%
49,993
-3,094
5
$8.03M 2.48%
9,773
-66
6
$7.65M 2.36%
150,295
+18,924
7
$5.98M 1.85%
32,110
+12,578
8
$5.68M 1.75%
112,143
+16,078
9
$5.5M 1.7%
24,668
-1,268
10
$5.1M 1.57%
31,488
+54
11
$4.81M 1.48%
25,047
+6,369
12
$4.81M 1.48%
42,965
-1,662
13
$4.78M 1.48%
36,320
-4,560
14
$4.58M 1.41%
47,584
+5,209
15
$4.54M 1.4%
58,218
-6,503
16
$4.49M 1.39%
111,624
+14,779
17
$4.23M 1.3%
48,617
-1,634
18
$4.09M 1.26%
41,967
-5,130
19
$3.93M 1.21%
34,439
+9,608
20
$3.92M 1.21%
49,287
+2,668
21
$3.79M 1.17%
123,286
+41,462
22
$3.76M 1.16%
188,357
-7,000
23
$3.66M 1.13%
8,508
-3
24
$3.53M 1.09%
36,508
-144
25
$3.36M 1.04%
42,896
+4,518
1
2 3 4 5