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
$291M
AUM Growth
-$961K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.02M
3
+$1.87M
4
SYY icon
Sysco
SYY
+$1.8M
5
NFG icon
National Fuel Gas
NFG
+$1.54M

Top Sells

1
+$2.42M
2
+$2.26M
3
+$1.71M
4
CASY icon
Casey's General Stores
CASY
+$1.68M
5
CNM icon
Core & Main
CNM
+$1.62M

Sector Composition

1 Industrials 22.39%
2 Consumer Staples 14.62%
3 Financials 14.29%
4 Healthcare 11.44%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 4.13%
130,254
+5,055
2
$10.4M 3.25%
19,487
-1,908
3
$9.28M 2.91%
249,737
-824
4
$8.02M 2.51%
8,343
-1,352
5
$7.69M 2.41%
49,746
-1,831
6
$6.68M 2.1%
188,744
+31,758
7
$6.53M 2.05%
39,396
+1,835
8
$6.35M 1.99%
84,641
+23,971
9
$6.31M 1.98%
33,359
+7,113
10
$6.21M 1.95%
32,647
+1,316
11
$5.33M 1.67%
39,500
-60
12
$5.2M 1.63%
54,094
+4,796
13
$4.91M 1.54%
21,790
-104
14
$4.63M 1.45%
46,918
+7,989
15
$4.55M 1.43%
154,512
+73,977
16
$4.5M 1.41%
29,980
+12,463
17
$4.49M 1.41%
167,907
-31,890
18
$4.35M 1.36%
32,769
-2,867
19
$4.19M 1.31%
41,822
-5,565
20
$4.05M 1.27%
7,915
+1,512
21
$4.02M 1.26%
115,392
+31,119
22
$3.66M 1.15%
46,601
+3,705
23
$3.44M 1.08%
98,633
-8,470
24
$3.42M 1.07%
66,852
-33,365
25
$3.34M 1.05%
44,675
+10,234
1
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