TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+15.69%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.63%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
CONN
Conn's Inc.
CONN
|
$5.75M |
| 2 |
TMH
Team Health Holdings Inc
TMH
|
$4.5M |
| 3 |
CoStar Group
CSGP
|
$4.24M |
| 4 |
Grand Canyon Education
LOPE
|
$4.07M |
| 5 |
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% |
