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
$240M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.77M
3
+$2.64M
4
WAL icon
Western Alliance Bancorporation
WAL
+$2.64M
5
LNCE
Snyders-Lance, Inc.
LNCE
+$2.49M

Top Sells

1
+$5.12M
2
+$4.74M
3
+$4.64M
4
NPTN
NEOPHOTONICS CORP
NPTN
+$4.5M
5
TYL icon
Tyler Technologies
TYL
+$4.46M

Sector Composition

1 Technology 25.75%
2 Healthcare 20.79%
3 Industrials 15.87%
4 Consumer Discretionary 14.4%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.86%
116,494
+30,939
52
$1.96M 0.82%
+22,905
53
$1.95M 0.81%
159,122
+34,801
54
$1.92M 0.8%
26,384
-35,956
55
$1.88M 0.78%
16,721
-12,214
56
$1.88M 0.78%
7,557
-5,102
57
$1.79M 0.75%
+35,817
58
$1.79M 0.74%
+18,440
59
$1.75M 0.73%
+22,947
60
$1.73M 0.72%
60,310
-46,249
61
$1.73M 0.72%
202,133
-43,720
62
$1.64M 0.68%
+67,654
63
$1.6M 0.67%
+85,613
64
$1.59M 0.66%
55,219
-3,068
65
$1.57M 0.65%
+59,308
66
$1.47M 0.61%
163,684
-2,100
67
$1.46M 0.61%
+115,053
68
$1.45M 0.61%
+32,605
69
$1.44M 0.6%
+105,887
70
$1.44M 0.6%
31,200
-5,016
71
$1.41M 0.59%
+57,806
72
$1.4M 0.58%
55,333
-31,070
73
$1.33M 0.56%
113,108
+15,661
74
$1.31M 0.55%
+11,770
75
$1.31M 0.54%
+54,419
1 2
3
4 5