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
$269M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.33M
3
+$4.28M
4
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$3.67M
5
PCRX icon
Pacira BioSciences
PCRX
+$3.47M

Top Sells

1
+$5.11M
2
+$5M
3
+$4.57M
4
PWR icon
Quanta Services
PWR
+$4.3M
5
WIX icon
WIX.com
WIX
+$3.92M

Sector Composition

1 Technology 26.48%
2 Healthcare 25.82%
3 Industrials 13.44%
4 Consumer Discretionary 7.72%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 1.42%
50,389
+26,203
27
$3.8M 1.41%
50,707
-10,010
28
$3.75M 1.39%
116,397
+22,649
29
$3.69M 1.37%
41,186
-9,496
30
$3.67M 1.36%
+156,332
31
$3.66M 1.36%
98,370
+75,254
32
$3.63M 1.35%
37,068
-7,035
33
$3.6M 1.34%
207,328
+82,417
34
$3.5M 1.3%
150,089
+65,030
35
$3.47M 1.29%
+72,654
36
$3.46M 1.28%
39,425
-468
37
$3.32M 1.23%
54,092
-573
38
$3.31M 1.23%
14,701
-22,205
39
$2.86M 1.06%
191,007
+25,068
40
$2.84M 1.05%
267,452
-48,696
41
$2.79M 1.04%
144,404
+41,836
42
$2.79M 1.03%
74,045
+27,429
43
$2.74M 1.02%
42,356
-23,264
44
$2.73M 1.01%
73,624
+51,575
45
$2.68M 1%
160,101
-11,173
46
$2.63M 0.98%
106,191
-1,265
47
$2.59M 0.96%
81,887
-1,243
48
$2.59M 0.96%
110,363
-1,147
49
$2.53M 0.94%
+9,258
50
$2.53M 0.94%
196,575
+133,472
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