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
$219M
AUM Growth
-$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$4.12M
3
+$3.63M
4
AKRX
Akorn Inc
AKRX
+$3.19M
5
EXAM
EXAMWORKS GROUP INC COM STK (DE)
EXAM
+$3.1M

Top Sells

1
+$5.91M
2
+$3.23M
3
+$3.13M
4
PRFT
Perficient Inc
PRFT
+$3.07M
5
SWFT
Swift Transportation Company
SWFT
+$2.96M

Sector Composition

1 Technology 25.86%
2 Healthcare 16.71%
3 Consumer Discretionary 16.65%
4 Industrials 12.33%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.41%
+94,503
27
$3.09M 1.41%
117,551
-30,796
28
$3M 1.37%
250,572
+26,206
29
$3M 1.37%
33,997
-20,669
30
$2.9M 1.33%
149,682
+5,901
31
$2.83M 1.29%
+110,000
32
$2.83M 1.29%
63,032
+20,279
33
$2.77M 1.26%
115,594
-35,374
34
$2.71M 1.24%
14,713
+630
35
$2.63M 1.2%
57,767
-37,513
36
$2.58M 1.18%
130,949
-14,391
37
$2.53M 1.16%
82,714
-32,967
38
$2.42M 1.11%
179,769
+51,978
39
$2.27M 1.04%
+56,301
40
$2.2M 1.01%
+32,142
41
$2.12M 0.97%
50,255
+2,268
42
$2.08M 0.95%
133,840
-64,680
43
$2.08M 0.95%
242,122
+48,019
44
$2.06M 0.94%
+109,849
45
$2.01M 0.92%
85,240
+3,561
46
$1.95M 0.89%
66,480
-110,341
47
$1.93M 0.88%
24,004
+1,102
48
$1.9M 0.87%
+61,906
49
$1.88M 0.86%
8,692
-3,746
50
$1.86M 0.85%
65,746
+20,881
1
2
3 4 5