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
$286M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.65M
3
+$2.8M
4
INXN
Interxion Holding N.V.
INXN
+$2.71M
5
INST
Instructure, Inc.
INST
+$2.6M

Top Sells

1
+$4.04M
2
+$3.64M
3
+$3.37M
4
ROG icon
Rogers Corp
ROG
+$3.32M
5
BMCH
BMC Stock Holdings, Inc
BMCH
+$3.29M

Sector Composition

1 Technology 29.54%
2 Healthcare 18.26%
3 Industrials 14.76%
4 Consumer Discretionary 10.05%
5 Consumer Staples 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.83%
+27,295
52
$2.35M 0.82%
60,518
+14,623
53
$2.34M 0.82%
70,052
-16,051
54
$2.29M 0.8%
46,562
-200
55
$2.27M 0.79%
46,704
-11,316
56
$2.27M 0.79%
29,425
-186
57
$2.2M 0.77%
36,575
-37,502
58
$2.18M 0.76%
35,666
+8,225
59
$2.16M 0.76%
92,677
-479
60
$2.12M 0.74%
53,993
-315
61
$2.11M 0.74%
+82,641
62
$2.09M 0.73%
+209,958
63
$2.08M 0.73%
18,326
-7,175
64
$2.04M 0.71%
103,895
-51,171
65
$2.02M 0.71%
+48,998
66
$1.94M 0.68%
30,238
-179
67
$1.86M 0.65%
90,701
-5,872
68
$1.82M 0.64%
130,384
-55,468
69
$1.63M 0.57%
62,549
-330
70
$1.63M 0.57%
+66,045
71
$1.62M 0.57%
+40,129
72
$1.56M 0.55%
78,746
-32,831
73
$1.5M 0.52%
31,714
-14,176
74
$1.48M 0.52%
+14,240
75
$1.46M 0.51%
196,832
+36,729
1 2
3
4 5