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
51
$1.66M 0.56%
5,680
-1,388
52
$1.65M 0.56%
56,502
-5,615
53
$1.62M 0.55%
48,366
+10,098
54
$1.6M 0.54%
15,356
+1,397
55
$1.59M 0.54%
10,063
+150
56
$1.58M 0.54%
5,453
+455
57
$1.57M 0.53%
5,219
+36
58
$1.55M 0.52%
4,033
-101
59
$1.45M 0.49%
8,296
+1,790
60
$1.45M 0.49%
39,285
-27,178
61
$1.42M 0.48%
5,571
+6
62
$1.42M 0.48%
90,407
-6,711
63
$1.4M 0.47%
22,063
+4,139
64
$1.38M 0.47%
10,778
-1,314
65
$1.38M 0.47%
1,809
-167
66
$1.34M 0.45%
14,896
67
$1.33M 0.45%
21,392
68
$1.32M 0.45%
61,953
+120
69
$1.31M 0.45%
8,279
+4,385
70
$1.3M 0.44%
17,544
+1,543
71
$1.28M 0.43%
3,681
72
$1.25M 0.42%
76,414
+14,837
73
$1.22M 0.41%
4,360
+60
74
$1.22M 0.41%
32,890
+3,315
75
$1.21M 0.41%
10,148
1 2
3
4 5