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
1
$13.6M 4.61%
142,740
+2,892
2
$11.7M 3.96%
27,769
-134
3
$9.43M 3.2%
218,212
+30,084
4
$8.18M 2.77%
54,199
+2,433
5
$7.99M 2.71%
153,318
-9,657
6
$6.72M 2.28%
88,559
+3,157
7
$6.64M 2.25%
8,651
+44
8
$5.42M 1.84%
44,272
+2,291
9
$5.15M 1.75%
63,435
+1,611
10
$4.91M 1.67%
15,422
-744
11
$4.87M 1.65%
50,020
+524
12
$4.61M 1.56%
23,352
-495
13
$4.58M 1.55%
153,091
+102,213
14
$4.44M 1.51%
12,806
+1,562
15
$4.21M 1.43%
45,534
+222
16
$4.06M 1.38%
8,485
+173
17
$3.59M 1.22%
8,528
-50
18
$3.57M 1.21%
40,987
+586
19
$3.48M 1.18%
99,345
+259
20
$3.22M 1.09%
49,569
+2,119
21
$3.22M 1.09%
43,360
+1,496
22
$3.21M 1.09%
38,833
-4,630
23
$3.07M 1.04%
89,062
+8,258
24
$2.88M 0.98%
195,357
+106,975
25
$2.86M 0.97%
77,597
+55
1
2 3 4 5