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
$250M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$4.43M
2 +$3.77M
3 +$3.14M
4
GDOT icon
Green Dot
GDOT
+$2.93M
5
VEEV icon
Veeva Systems
VEEV
+$2.8M

Top Sells

1 +$5.03M
2 +$4.88M
3 +$4.79M
4
HSKA
Heska Corp
HSKA
+$3.56M
5
BFX
BowFlex Inc.
BFX
+$2.76M

Sector Composition

1 Technology 24.78%
2 Healthcare 21.18%
3 Industrials 17.98%
4 Consumer Discretionary 8.93%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.59M 1.44%
160,939
+115,895
27
$3.49M 1.4%
98,301
-5,336
28
$3.38M 1.35%
55,317
+6,034
29
$3.33M 1.33%
39,893
-20,359
30
$3.3M 1.32%
12,591
+6,610
31
$3.16M 1.27%
100,986
+45,653
32
$3.15M 1.26%
26,231
-2,415
33
$3.14M 1.26%
+461,630
34
$2.97M 1.19%
316,148
-52,820
35
$2.93M 1.17%
+87,870
36
$2.93M 1.17%
182,430
+28,775
37
$2.8M 1.12%
+54,665
38
$2.77M 1.11%
85,886
-55,194
39
$2.75M 1.1%
96,258
+22,056
40
$2.73M 1.09%
107,456
-5,915
41
$2.7M 1.08%
319,813
+4,069
42
$2.69M 1.08%
+64,709
43
$2.65M 1.06%
93,748
+26,094
44
$2.62M 1.05%
90,334
-4,878
45
$2.57M 1.03%
189,432
+30,310
46
$2.49M 1%
61,708
-3,200
47
$2.37M 0.95%
110,400
-6,094
48
$2.35M 0.94%
25,051
-1,333
49
$2.31M 0.92%
66,213
+10,994
50
$2.18M 0.87%
+70,072