TCM

Timpani Capital Management Portfolio holdings

AUM $209M
1-Year Est. Return 62.15%
This Quarter Est. Return
1 Year Est. Return
+62.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.5M
3
+$4.24M
4
LOPE icon
Grand Canyon Education
LOPE
+$4.07M
5
LGND icon
Ligand Pharmaceuticals
LGND
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.12%
2 Technology 18.42%
3 Consumer Discretionary 18.23%
4 Healthcare 17.21%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.54%
+60,296
27
$2.4M 1.52%
+24,422
28
$2.27M 1.44%
+124,289
29
$2.19M 1.39%
+126,141
30
$2.02M 1.28%
+60,616
31
$2M 1.27%
+101,473
32
$1.97M 1.25%
+64,267
33
$1.96M 1.25%
+41,146
34
$1.93M 1.23%
+104,095
35
$1.93M 1.23%
+21,392
36
$1.84M 1.17%
+62,551
37
$1.81M 1.15%
+27,451
38
$1.79M 1.14%
+145,370
39
$1.78M 1.13%
+82,214
40
$1.74M 1.1%
+47,163
41
$1.72M 1.09%
+25,908
42
$1.65M 1.05%
+139,361
43
$1.64M 1.04%
+23,848
44
$1.61M 1.03%
+85,529
45
$1.56M 0.99%
+44,623
46
$1.55M 0.99%
+44,673
47
$1.53M 0.97%
+9,757
48
$1.52M 0.96%
+41,256
49
$1.4M 0.89%
+112,987
50
$1.37M 0.87%
+24,882
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