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
$274M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.72M
3
+$3.48M
4
LPLA icon
LPL Financial
LPLA
+$2.82M
5
IBP icon
Installed Building Products
IBP
+$2.82M

Top Sells

1
+$4.92M
2
+$4.79M
3
+$4.23M
4
DY icon
Dycom Industries
DY
+$3.69M
5
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$3.67M

Sector Composition

1 Technology 27.15%
2 Healthcare 19.09%
3 Industrials 18.04%
4 Consumer Discretionary 13.12%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.91%
+74,576
52
$2.45M 0.9%
27,180
-12,245
53
$2.45M 0.9%
114,914
+25,685
54
$2.44M 0.89%
+41,971
55
$2.43M 0.89%
99,687
-8,341
56
$2.37M 0.86%
+378,927
57
$2.34M 0.85%
41,850
+16,369
58
$2.29M 0.84%
+25,697
59
$2.14M 0.78%
+118,826
60
$2.1M 0.76%
63,026
-4,423
61
$2.08M 0.76%
23,639
-18,771
62
$2.07M 0.76%
49,718
-3,372
63
$2.05M 0.75%
+90,426
64
$1.94M 0.71%
+28,912
65
$1.92M 0.7%
47,932
-52,776
66
$1.82M 0.66%
35,072
+13,731
67
$1.81M 0.66%
33,303
-50,368
68
$1.78M 0.65%
79,455
-8,258
69
$1.76M 0.64%
15,999
-2,691
70
$1.7M 0.62%
+67,285
71
$1.66M 0.61%
29,421
-24,671
72
$1.66M 0.61%
133,550
-9,072
73
$1.66M 0.6%
21,720
-36,167
74
$1.52M 0.55%
14,418
-8,373
75
$1.45M 0.53%
45,836
-36,051
1 2
3
4 5