VIM
VELA Investment Management Portfolio holdings
AUM
$336M
This Quarter Return
+11.97%
1 Year Return
+8.32%
3 Year Return
+52.11%
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+15%)
Cap. Flow
+$6.52M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
28.05%
Holding
146
New
11
Increased
71
Reduced
24
Closed
9
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$890K |
| 2 |
Graham Holdings Company
GHC
|
$815K |
| 3 |
Lazydays
GORV
|
$805K |
| 4 |
Valvoline
VVV
|
$786K |
| 5 |
Live Oak Bancshares
LOB
|
$661K |
Top Sells
| 1 |
Texas Pacific Land
TPL
|
$1.81M |
| 2 |
Fidelity National Information Services
FIS
|
$960K |
| 3 |
NorthWestern Energy
NWE
|
$895K |
| 4 |
The Greenbrier Companies
GBX
|
$879K |
| 5 |
Crown Holdings
CCK
|
$565K |
Sector Composition
| 1 | Financials | 20.14% |
| 2 | Industrials | 19.32% |
| 3 | Healthcare | 12.74% |
| 4 | Energy | 9.16% |
| 5 | Consumer Discretionary | 9.14% |
