VIM

VELA Investment Management Portfolio holdings

AUM $394M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.83M
3
+$1.79M
4
MUSA icon
Murphy USA
MUSA
+$1.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.71M

Top Sells

1
+$3.2M
2
+$2.94M
3
+$2.64M
4
WNC icon
Wabash National
WNC
+$2.25M
5
BRKR icon
Bruker
BRKR
+$1.98M

Sector Composition

1 Industrials 23.49%
2 Financials 13.25%
3 Technology 11.86%
4 Consumer Staples 11.45%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 3.86%
160,475
+16,615
2
$11.8M 3.41%
23,570
-5,460
3
$10.9M 3.13%
315,183
+5,963
4
$10.2M 2.95%
42,069
-7,617
5
$10.2M 2.93%
57,343
+26,911
6
$9.72M 2.8%
430,165
+78,225
7
$8.37M 2.41%
38,132
+379
8
$8.27M 2.38%
35,075
-4,788
9
$8.14M 2.35%
6,916
-61
10
$7.82M 2.25%
217,728
+8,758
11
$7.19M 2.07%
202,576
+28,473
12
$7.03M 2.03%
37,933
-340
13
$6.94M 2%
84,327
-2,911
14
$6.67M 1.92%
25,542
+958
15
$6.13M 1.77%
44,520
-1,180
16
$5.69M 1.64%
49,718
-553
17
$5.48M 1.58%
60,360
+3,540
18
$5.33M 1.54%
152,985
+555
19
$4.9M 1.41%
34,895
+8,130
20
$4.79M 1.38%
49,970
+5,512
21
$4.64M 1.34%
117,549
+2,109
22
$4.51M 1.3%
9,305
+3,683
23
$4.5M 1.3%
43,283
-12,022
24
$4.3M 1.24%
7,060
-425
25
$4.19M 1.21%
35,276
-465
1
2 3 4 5