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
$170M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.63M
3
+$2.33M
4
SGNT
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
+$2.25M
5
SN
Sanchez Energy Corporation
SN
+$1.59M

Top Sells

1
+$2.77M
2
+$2.42M
3
+$2.41M
4
PRIM icon
Primoris Services
PRIM
+$2M
5
CSGP icon
CoStar Group
CSGP
+$1.91M

Sector Composition

1 Technology 24.06%
2 Healthcare 17.59%
3 Industrials 15.52%
4 Consumer Discretionary 11.17%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$710K 0.42%
2,239
-8,726
77
$695K 0.41%
23,457
-24,275
78
$656K 0.39%
+9,015
79
$650K 0.38%
+11,000
80
$628K 0.37%
+6,432
81
$612K 0.36%
69,268
-742
82
$526K 0.31%
80,209
+209
83
$508K 0.3%
+10,858
84
$482K 0.28%
+14,377
85
– –
0
86
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-27,451
87
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-101,473
88
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-44,623
89
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-44,331
90
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-20,853
91
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-53,189
92
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-34,670
93
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-119,560
94
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-85,529
95
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-22,265
96
– –
-5,000
97
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-60,296
98
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-145,370
99
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-13,897
100
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-79,448
1 2 3
4
5