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
$292M
AUM Growth
-$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.79M
3
+$1.72M
4
CSX icon
CSX Corp
CSX
+$1.52M
5
PEP icon
PepsiCo
PEP
+$1.3M

Top Sells

1
+$3.05M
2
+$2.35M
3
+$2.1M
4
PRCT icon
Procept Biorobotics
PRCT
+$1.57M
5
GS icon
Goldman Sachs
GS
+$1.44M

Sector Composition

1 Industrials 22.72%
2 Financials 14.58%
3 Consumer Staples 12.8%
4 Healthcare 10.6%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 3.69%
125,199
+7,992
2
$11.2M 3.11%
250,561
+6,101
3
$9.76M 2.72%
51,577
+1,584
4
$9.7M 2.7%
21,395
+75
5
$8.45M 2.35%
9,695
-78
6
$6.87M 1.91%
31,331
-779
7
$6.21M 1.73%
156,986
+45,362
8
$6.11M 1.7%
100,217
-50,078
9
$5.43M 1.51%
37,561
+6,073
10
$5.24M 1.46%
21,894
-2,774
11
$4.98M 1.39%
39,560
+3,240
12
$4.92M 1.37%
26,246
+1,199
13
$4.91M 1.37%
107,103
-5,040
14
$4.64M 1.29%
60,670
+2,452
15
$4.55M 1.27%
49,298
+6,333
16
$4.33M 1.21%
38,929
-8,655
17
$4.2M 1.17%
47,387
-1,900
18
$4.03M 1.12%
35,636
+1,197
19
$3.84M 1.07%
42,122
+155
20
$3.71M 1.03%
103,141
-20,145
21
$3.68M 1.03%
199,797
+11,440
22
$3.63M 1.01%
42,896
23
$3.59M 1%
8,508
24
$3.24M 0.9%
406,604
-2,488
25
$3.1M 0.86%
34,428
+4,165
1
2 3 4 5