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
$339M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.83M
3
+$4.49M
4
HOME
At Home Group Inc.
HOME
+$3.84M
5
KMG
KMG Chemicals Inc
KMG
+$3.76M

Top Sells

1
+$3.65M
2
+$3.44M
3
+$3.41M
4
KNX icon
Knight Transportation
KNX
+$3.17M
5
NTNX icon
Nutanix
NTNX
+$2.94M

Sector Composition

1 Technology 26.56%
2 Healthcare 19.86%
3 Industrials 15.14%
4 Consumer Discretionary 13.15%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.82M 1.42%
97,786
+10,159
27
$4.65M 1.37%
112,755
-39,775
28
$4.44M 1.31%
77,593
+30,889
29
$4.35M 1.28%
208,568
+40,218
30
$4.33M 1.28%
51,548
+22,123
31
$4.3M 1.27%
73,025
+2,973
32
$4.28M 1.26%
71,529
+14,028
33
$4.07M 1.2%
81,018
+12,250
34
$3.99M 1.18%
78,701
+22,971
35
$3.81M 1.12%
52,171
+10,568
36
$3.8M 1.12%
183,104
+149,029
37
$3.76M 1.11%
+50,912
38
$3.69M 1.09%
70,723
-45,880
39
$3.64M 1.07%
85,459
-484
40
$3.51M 1.04%
25,386
-8,060
41
$3.47M 1.02%
99,451
+4,183
42
$3.45M 1.02%
99,259
+5,766
43
$3.26M 0.96%
216,134
+59,143
44
$3.26M 0.96%
103,354
+4,350
45
$3.25M 0.96%
+72,504
46
$3.23M 0.95%
31,108
+1,290
47
$3.19M 0.94%
329,067
+119,109
48
$3.11M 0.92%
31,621
+21,862
49
$3.05M 0.9%
70,285
+16,292
50
$2.94M 0.87%
109,460
+67,386
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