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
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.29M
3
+$4.07M
4
AEIS icon
Advanced Energy
AEIS
+$3.41M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$3.09M

Top Sells

1
+$5.65M
2
+$4.18M
3
+$4.09M
4
ADPT
Adeptus Health Inc
ADPT
+$4.04M
5
TTSH icon
Tile Shop Holdings
TTSH
+$3.73M

Sector Composition

1 Technology 32.54%
2 Healthcare 24.64%
3 Industrials 15.92%
4 Consumer Discretionary 10.82%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.82%
+142,866
52
$2.02M 0.8%
245,853
+37,339
53
$2.02M 0.8%
+19,188
54
$1.97M 0.78%
42,251
-41,873
55
$1.89M 0.75%
87,240
-192,900
56
$1.75M 0.69%
+85,555
57
$1.69M 0.67%
+84,138
58
$1.67M 0.66%
58,287
-18,233
59
$1.52M 0.61%
36,216
-3,586
60
$1.52M 0.6%
85,317
-4,468
61
$1.51M 0.6%
124,321
+71,670
62
$1.5M 0.6%
18,642
-31
63
$1.5M 0.6%
+165,784
64
$1.48M 0.59%
+138,648
65
$1.41M 0.56%
+105,976
66
$1.32M 0.53%
46,746
-8,371
67
$1.32M 0.53%
71,171
-11
68
$1.3M 0.52%
13,720
-25
69
$1.2M 0.48%
33,503
-34
70
$1.19M 0.47%
10,227
+2,211
71
$1.1M 0.44%
+200,120
72
$1.08M 0.43%
97,447
+20,665
73
$1.02M 0.41%
89,822
+32,153
74
$1.02M 0.4%
25,453
-13,639
75
$991K 0.39%
34,545
-231
1 2
3
4 5