VIM

VELA Investment Management Portfolio holdings

AUM $372M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.81M
3
+$1.42M
4
AGI icon
Alamos Gold
AGI
+$1.35M
5
HUBG icon
HUB Group
HUBG
+$1.32M

Top Sells

1
+$3.46M
2
+$2.47M
3
+$2.4M
4
GORV
Lazydays
GORV
+$1.37M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$1.24M

Sector Composition

1 Industrials 23.42%
2 Financials 14.92%
3 Healthcare 11.19%
4 Technology 10.61%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.05%
31,147
+19,467
27
$2.8M 1.03%
12,553
+8
28
$2.71M 1%
37,490
+817
29
$2.67M 0.98%
141,642
+9,107
30
$2.64M 0.97%
14,646
+8,528
31
$2.59M 0.95%
22,764
-4,082
32
$2.57M 0.94%
41,563
-14,516
33
$2.54M 0.93%
34,018
-1,389
34
$2.5M 0.92%
56,427
35
$2.43M 0.89%
62,172
+10,126
36
$2.41M 0.89%
23,484
-26,842
37
$2.38M 0.88%
13,077
-4,590
38
$2.27M 0.84%
39,634
+17,669
39
$2.06M 0.76%
22,372
+1,272
40
$2.01M 0.74%
84,730
+59
41
$2M 0.74%
6,641
+234
42
$1.99M 0.73%
4,092
+52
43
$1.98M 0.73%
37,774
+1,409
44
$1.93M 0.71%
11,238
+210
45
$1.92M 0.71%
17,020
+887
46
$1.9M 0.7%
42,704
-18,863
47
$1.9M 0.7%
28,467
-84
48
$1.79M 0.66%
26,861
+3,457
49
$1.78M 0.65%
20,360
-3,174
50
$1.71M 0.63%
18,542
+9,304
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