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
$286M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.65M
3
+$2.8M
4
INXN
Interxion Holding N.V.
INXN
+$2.71M
5
INST
Instructure, Inc.
INST
+$2.6M

Top Sells

1
+$4.04M
2
+$3.64M
3
+$3.37M
4
ROG icon
Rogers Corp
ROG
+$3.32M
5
BMCH
BMC Stock Holdings, Inc
BMCH
+$3.29M

Sector Composition

1 Technology 29.54%
2 Healthcare 18.26%
3 Industrials 14.76%
4 Consumer Discretionary 10.05%
5 Consumer Staples 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 1.4%
66,310
-389
27
$3.93M 1.38%
32,015
+6,327
28
$3.87M 1.35%
33,446
-188
29
$3.79M 1.33%
50,429
-19,198
30
$3.68M 1.29%
35,745
-210
31
$3.65M 1.28%
+64,332
32
$3.62M 1.27%
85,943
+61,770
33
$3.44M 1.2%
59,311
-1,096
34
$3.41M 1.19%
128,785
+32,881
35
$3.41M 1.19%
41,080
-17,792
36
$3.22M 1.13%
87,954
+13,204
37
$3.22M 1.12%
93,493
-11,340
38
$3.14M 1.1%
168,350
+81,597
39
$2.96M 1.04%
99,004
+59,261
40
$2.94M 1.03%
59,904
-14,611
41
$2.89M 1.01%
41,603
+24,449
42
$2.8M 0.98%
+29,818
43
$2.74M 0.96%
95,268
-36,944
44
$2.71M 0.95%
+43,552
45
$2.7M 0.94%
156,991
+23,853
46
$2.67M 0.93%
42,978
-2,667
47
$2.67M 0.93%
87,592
-21,115
48
$2.63M 0.92%
57,501
+12,702
49
$2.62M 0.92%
55,730
-39,058
50
$2.51M 0.88%
68,768
-38,124
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