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
$240M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.77M
3
+$2.64M
4
WAL icon
Western Alliance Bancorporation
WAL
+$2.64M
5
LNCE
Snyders-Lance, Inc.
LNCE
+$2.49M

Top Sells

1
+$5.12M
2
+$4.74M
3
+$4.64M
4
NPTN
NEOPHOTONICS CORP
NPTN
+$4.5M
5
TYL icon
Tyler Technologies
TYL
+$4.46M

Sector Composition

1 Technology 25.75%
2 Healthcare 20.79%
3 Industrials 15.87%
4 Consumer Discretionary 14.4%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.37%
81,624
-30,793
27
$3.08M 1.28%
368,968
+27,012
28
$3.07M 1.28%
+88,721
29
$3.01M 1.25%
149,892
+65,754
30
$2.89M 1.2%
28,646
-30,209
31
$2.77M 1.16%
+49,283
32
$2.76M 1.15%
149,363
-19,120
33
$2.71M 1.13%
33,810
-57,794
34
$2.64M 1.1%
+114,403
35
$2.64M 1.1%
+54,128
36
$2.53M 1.05%
39,895
-74,819
37
$2.49M 1.04%
+64,908
38
$2.48M 1.03%
74,998
+40,453
39
$2.46M 1.02%
+82,852
40
$2.45M 1.02%
153,655
+10,789
41
$2.44M 1.02%
200,163
-8,537
42
$2.43M 1.01%
44,134
-16,465
43
$2.38M 0.99%
113,371
-17,800
44
$2.33M 0.97%
315,744
+177,251
45
$2.21M 0.92%
22,918
-17,412
46
$2.21M 0.92%
+41,938
47
$2.17M 0.91%
+78,331
48
$2.13M 0.89%
95,212
+24,041
49
$2.12M 0.88%
+74,202
50
$2.09M 0.87%
37,964
-1,643
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