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
$255M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.45M
3
+$2.98M
4
QLYS icon
Qualys
QLYS
+$2.88M
5
INGN icon
Inogen
INGN
+$2.87M

Top Sells

1
+$6.23M
2
+$5.74M
3
+$4.16M
4
BAS
Basis Energy Services, Inc.
BAS
+$3.25M
5
JJSF icon
J&J Snack Foods
JJSF
+$3.21M

Sector Composition

1 Technology 27.71%
2 Healthcare 21.33%
3 Consumer Discretionary 17.15%
4 Industrials 13.65%
5 Financials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.96%
+89,378
52
$2.38M 0.93%
+76,782
53
$2.37M 0.93%
+82,091
54
$2.32M 0.91%
26,771
-21,207
55
$2.27M 0.89%
73,843
+2,648
56
$2.25M 0.89%
39,163
+16,890
57
$2.25M 0.88%
+55,119
58
$2.11M 0.83%
+79,740
59
$2.11M 0.83%
240,211
+88,979
60
$2.1M 0.83%
+27,291
61
$2.07M 0.81%
+31,978
62
$1.93M 0.76%
+40,440
63
$1.9M 0.75%
45,725
-48,778
64
$1.9M 0.74%
+44,725
65
$1.85M 0.73%
+35,775
66
$1.7M 0.67%
+116,317
67
$1.7M 0.67%
18,668
+827
68
$1.66M 0.65%
22,903
-9,239
69
$1.6M 0.63%
36,074
+20,728
70
$1.56M 0.61%
+203,853
71
$1.51M 0.59%
26,642
+1,059
72
$1.43M 0.56%
+167,455
73
$1.27M 0.5%
25,251
-37,781
74
$1.17M 0.46%
32,017
-18,238
75
$1.17M 0.46%
+32,680
1 2
3
4 5