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
$237M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.72M
3
+$3.55M
4
LOGM
LogMein, Inc.
LOGM
+$3.45M
5
GIMO
Gigamon Inc.
GIMO
+$3.3M

Top Sells

1
+$4.29M
2
+$3.73M
3
+$3.52M
4
EFOI icon
Energy Focus
EFOI
+$3.04M
5
TREE icon
LendingTree
TREE
+$2.9M

Sector Composition

1 Technology 26.71%
2 Healthcare 23.76%
3 Consumer Discretionary 17.97%
4 Industrials 10.63%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.3%
+23,106
27
$3.03M 1.28%
54,548
+18,109
28
$3.02M 1.27%
42,187
+22,020
29
$2.97M 1.25%
229,615
+13,096
30
$2.94M 1.24%
+209,373
31
$2.93M 1.24%
251,913
+50,493
32
$2.93M 1.24%
+67,842
33
$2.91M 1.23%
+66,499
34
$2.84M 1.2%
12,905
-3,087
35
$2.78M 1.17%
+103,112
36
$2.67M 1.13%
+131,987
37
$2.62M 1.11%
+96,601
38
$2.59M 1.1%
205,883
+83,852
39
$2.52M 1.06%
152,322
-40,773
40
$2.52M 1.06%
106,853
-32,546
41
$2.48M 1.05%
166,432
-4,144
42
$2.47M 1.04%
86,521
-27,783
43
$2.44M 1.03%
+67,367
44
$2.44M 1.03%
+27,761
45
$2.42M 1.02%
139,086
-27,332
46
$2.39M 1.01%
283,180
-44,902
47
$2.36M 1%
129,090
-51,317
48
$2.35M 0.99%
122,694
+23,039
49
$2.27M 0.96%
172,658
+11,447
50
$2.26M 0.95%
30,318
+2,273
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2
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