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
$274M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.72M
3
+$3.48M
4
LPLA icon
LPL Financial
LPLA
+$2.82M
5
IBP icon
Installed Building Products
IBP
+$2.82M

Top Sells

1
+$4.92M
2
+$4.79M
3
+$4.23M
4
DY icon
Dycom Industries
DY
+$3.69M
5
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$3.67M

Sector Composition

1 Technology 27.15%
2 Healthcare 19.09%
3 Industrials 18.04%
4 Consumer Discretionary 13.12%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.22%
173,711
+47,923
27
$3.27M 1.19%
72,408
-1,637
28
$3.23M 1.18%
13,748
-953
29
$3.16M 1.15%
68,053
-53,609
30
$3.11M 1.14%
141,473
-82,978
31
$3.09M 1.13%
49,389
+27,843
32
$3.05M 1.11%
24,649
+4,523
33
$3.03M 1.1%
1,800
-1,568
34
$3M 1.1%
69,717
+12,747
35
$2.98M 1.09%
103,280
-7,083
36
$2.92M 1.07%
21,929
+10,572
37
$2.9M 1.06%
149,759
-10,342
38
$2.86M 1.05%
78,463
+42,459
39
$2.82M 1.03%
+54,644
40
$2.81M 1.03%
+44,979
41
$2.8M 1.02%
79,437
-18,933
42
$2.79M 1.02%
34,483
-7,873
43
$2.76M 1.01%
27,275
-9,793
44
$2.74M 1%
64,840
+39,644
45
$2.72M 0.99%
198,844
-68,608
46
$2.69M 0.98%
159,024
-37,551
47
$2.61M 0.95%
27,470
-22,177
48
$2.55M 0.93%
21,554
-1,464
49
$2.53M 0.92%
20,220
-1,386
50
$2.5M 0.91%
79,583
+7,927
1
2
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