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
$272M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.78M
3
+$1.58M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
HUBG icon
HUB Group
HUBG
+$1.3M

Top Sells

1
+$3.46M
2
+$2.75M
3
+$2.47M
4
GORV icon
Lazydays
GORV
+$1.37M
5
JCI icon
Johnson Controls International
JCI
+$1.26M

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 0.97%
31,147
+19,467
27
$2.8M 0.95%
12,553
+8
28
$2.71M 0.92%
37,490
+817
29
$2.67M 0.9%
141,642
+9,107
30
$2.64M 0.9%
14,646
+8,528
31
$2.59M 0.88%
22,764
-4,082
32
$2.57M 0.87%
41,563
-14,516
33
$2.54M 0.86%
34,018
-1,389
34
$2.5M 0.85%
56,427
35
$2.43M 0.82%
62,172
+10,126
36
$2.41M 0.82%
23,484
-26,842
37
$2.38M 0.81%
13,077
-4,590
38
$2.27M 0.77%
39,634
+17,669
39
$2.06M 0.7%
22,372
+1,272
40
$2.01M 0.68%
84,730
+59
41
$2M 0.68%
6,641
+234
42
$1.99M 0.67%
4,092
+52
43
$1.98M 0.67%
37,774
+1,409
44
$1.93M 0.65%
11,238
+210
45
$1.92M 0.65%
17,020
+887
46
$1.9M 0.65%
42,704
-18,863
47
$1.9M 0.64%
28,467
-84
48
$1.79M 0.61%
26,861
+3,457
49
$1.78M 0.6%
20,360
-3,174
50
$1.71M 0.58%
18,542
+9,304
1
2
3 4 5