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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.5M
3
+$4.24M
4
LOPE icon
Grand Canyon Education
LOPE
+$4.07M
5
LGND icon
Ligand Pharmaceuticals
LGND
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.12%
2 Technology 18.42%
3 Consumer Discretionary 18.23%
4 Healthcare 17.21%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.85%
+79,448
52
$1.32M 0.84%
+101,016
53
$1.28M 0.82%
+44,331
54
$1.25M 0.8%
+60,374
55
$1.22M 0.78%
+53,189
56
$1.22M 0.78%
+148,679
57
$1.19M 0.76%
+34,670
58
$1.16M 0.74%
+38,731
59
$1.15M 0.73%
+47,732
60
$1.13M 0.72%
+15,607
61
$1.07M 0.68%
+47,015
62
$1.04M 0.66%
+49,643
63
$1.03M 0.65%
+140,332
64
$1.02M 0.65%
+24,615
65
$989K 0.63%
+64,116
66
$924K 0.59%
+110,555
67
$831K 0.53%
+59,895
68
$810K 0.51%
+78,117
69
$806K 0.51%
+119,382
70
$794K 0.5%
+18,892
71
$790K 0.5%
+20,853
72
$759K 0.48%
+119,560
73
$752K 0.48%
+114,066
74
$637K 0.4%
+80,000
75
$576K 0.37%
+29,200
1 2
3
4