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
101
$788K 0.27%
1,698
-1,121
102
$773K 0.26%
3,882
103
$772K 0.26%
3,456
-86
104
$765K 0.26%
211
-17
105
$740K 0.25%
+2,380
106
$693K 0.23%
12,664
+3,395
107
$663K 0.22%
4,234
+51
108
$657K 0.22%
+22,643
109
$644K 0.22%
74,317
110
$614K 0.21%
3,523
+208
111
$581K 0.2%
7,542
112
$560K 0.19%
20,773
113
$536K 0.18%
2,675
-1,000
114
$534K 0.18%
1,029
+11
115
$479K 0.16%
6,146
116
$473K 0.16%
+12,291
117
$464K 0.16%
4,635
118
$460K 0.16%
1,804
-961
119
$445K 0.15%
10,255
+381
120
$444K 0.15%
1,627
+13
121
$441K 0.15%
3,914
-393
122
$420K 0.14%
8,237
123
$381K 0.13%
2,461
124
$381K 0.13%
7,037
125
$372K 0.13%
3,636
3 4
5
6 7