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
$237M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.72M
3
+$3.55M
4
LOGM
LogMein, Inc.
LOGM
+$3.45M
5
GIMO
Gigamon Inc.
GIMO
+$3.3M

Top Sells

1
+$4.29M
2
+$3.73M
3
+$3.52M
4
EFOI icon
Energy Focus
EFOI
+$3.04M
5
TREE icon
LendingTree
TREE
+$2.9M

Sector Composition

1 Technology 26.71%
2 Healthcare 23.76%
3 Consumer Discretionary 17.97%
4 Industrials 10.63%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.92%
49,253
-23,520
52
$2.13M 0.9%
60,436
+3,523
53
$2.12M 0.89%
43,298
+28,626
54
$2.09M 0.88%
111,941
+6,865
55
$2.07M 0.88%
92,181
+33,853
56
$2.06M 0.87%
231,248
+13,980
57
$2.02M 0.86%
+158,829
58
$1.93M 0.82%
+443,170
59
$1.88M 0.79%
78,205
-39,257
60
$1.82M 0.77%
10,211
+5,136
61
$1.8M 0.76%
33,689
-28,764
62
$1.6M 0.68%
+55,053
63
$1.6M 0.67%
93,604
+5,738
64
$1.54M 0.65%
99,285
+5,652
65
$1.53M 0.65%
+29,447
66
$1.49M 0.63%
+68,390
67
$1.4M 0.59%
41,979
-18,875
68
$1.37M 0.58%
4,252
+1,440
69
$1.35M 0.57%
12,975
-11,170
70
$1.34M 0.57%
115,128
-100,673
71
$1.25M 0.53%
161,797
-98,415
72
$1.24M 0.52%
+16,446
73
$1.16M 0.49%
+46,829
74
$1.15M 0.49%
+28,292
75
$1.13M 0.48%
+168,206
1 2
3
4 5