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
$339M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.83M
3
+$4.49M
4
HOME
At Home Group Inc.
HOME
+$3.84M
5
KMG
KMG Chemicals Inc
KMG
+$3.76M

Top Sells

1
+$3.65M
2
+$3.44M
3
+$3.41M
4
KNX icon
Knight Transportation
KNX
+$3.17M
5
NTNX icon
Nutanix
NTNX
+$2.94M

Sector Composition

1 Technology 26.56%
2 Healthcare 19.86%
3 Industrials 15.14%
4 Consumer Discretionary 13.15%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.86%
50,415
+10,286
52
$2.91M 0.86%
+48,497
53
$2.9M 0.86%
235,844
+55,507
54
$2.89M 0.85%
35,747
-14,682
55
$2.88M 0.85%
120,707
+38,066
56
$2.87M 0.85%
127,090
-54,308
57
$2.84M 0.84%
59,816
-28,138
58
$2.81M 0.83%
75,808
+9,763
59
$2.78M 0.82%
+96,446
60
$2.77M 0.82%
+16,061
61
$2.71M 0.8%
+116,665
62
$2.47M 0.73%
+37,698
63
$2.44M 0.72%
37,215
+1,549
64
$2.36M 0.7%
136,012
+5,628
65
$2.34M 0.69%
278,640
+81,808
66
$2.14M 0.63%
+246,217
67
$2.12M 0.63%
+40,834
68
$2.12M 0.63%
+75,540
69
$2.06M 0.61%
33,183
+1,316
70
$1.79M 0.53%
+31,901
71
$1.72M 0.51%
38,301
-35,715
72
$1.6M 0.47%
7,468
-12,902
73
$1.56M 0.46%
55,086
+1,998
74
$1.49M 0.44%
54,788
+2,205
75
$1.43M 0.42%
+116,781
1 2
3
4 5