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
151
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-6,456
152
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-324
153
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-27,183
154
– –
-18,302
155
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-26,145
156
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-1,151
157
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-1,818
158
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-40
3 4 5 6
7