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
76
$1.21M 0.41%
32,514
77
$1.16M 0.39%
11,474
-2,244
78
$1.15M 0.39%
30,392
-314
79
$1.14M 0.39%
2,267
80
$1.14M 0.39%
19,685
-1,397
81
$1.13M 0.38%
+12,735
82
$1.12M 0.38%
3,427
83
$1.11M 0.38%
16,184
84
$1.1M 0.37%
11,617
-455
85
$1.08M 0.37%
133
-32
86
$1.05M 0.36%
15,533
+1,545
87
$1.03M 0.35%
+206,064
88
$1.01M 0.34%
20,487
89
$1.01M 0.34%
12,679
90
$1.01M 0.34%
3,863
+424
91
$998K 0.34%
23,070
+15,319
92
$985K 0.33%
35,037
93
$968K 0.33%
2,317
94
$959K 0.33%
5,878
95
$957K 0.32%
33,600
96
$951K 0.32%
+295
97
$937K 0.32%
+6,815
98
$890K 0.3%
2,166
+299
99
$881K 0.3%
8,317
100
$790K 0.27%
11,796
+41
2 3
4
5 6