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
$170M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$2.77M
2 +$2.42M
3 +$2.41M
4
PRIM icon
Primoris Services
PRIM
+$2M
5
CSGP icon
CoStar Group
CSGP
+$1.91M

Sector Composition

1 Technology 24.06%
2 Healthcare 17.59%
3 Industrials 15.52%
4 Consumer Discretionary 11.17%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.6M 1.53%
63,674
-593
27
$2.52M 1.48%
63,786
-9,979
28
$2.42M 1.43%
42,789
+18,174
29
$2.33M 1.37%
+281,003
30
$2.31M 1.36%
62,312
-239
31
$2.26M 1.33%
231,850
+91,518
32
$2.25M 1.33%
+110,215
33
$2.08M 1.22%
68,533
-17,170
34
$2.01M 1.19%
108,753
-17,388
35
$1.92M 1.13%
233,028
+84,349
36
$1.83M 1.08%
91,368
-51,711
37
$1.77M 1.04%
74,294
+10,178
38
$1.76M 1.04%
24,805
-77
39
$1.74M 1.03%
45,947
-63,637
40
$1.7M 1%
101,048
+32
41
$1.64M 0.97%
56,579
+27,379
42
$1.61M 0.95%
67,160
+17,517
43
$1.59M 0.94%
+60,210
44
$1.56M 0.92%
+62,057
45
$1.54M 0.91%
+93,068
46
$1.5M 0.89%
+44,783
47
$1.5M 0.88%
98,077
+19,960
48
$1.38M 0.81%
+186,900
49
$1.37M 0.81%
27,673
-34,908
50
$1.35M 0.79%
9,708
-49