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
$189M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.66M
3
+$3.27M
4
SWFT
Swift Transportation Company
SWFT
+$2.47M
5
ANIP icon
ANI Pharmaceuticals
ANIP
+$2.35M

Top Sells

1
+$5.6M
2
+$3.76M
3
+$3.72M
4
SGNT
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
+$3.68M
5
MGAM
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
+$3.31M

Sector Composition

1 Technology 22.83%
2 Industrials 19.9%
3 Healthcare 19.13%
4 Consumer Discretionary 13.68%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$800K 0.42%
+49,227
77
$734K 0.39%
23,946
-3,467
78
$734K 0.39%
+25,157
79
$727K 0.38%
+41,640
80
$722K 0.38%
51,612
-43,052
81
$719K 0.38%
12,649
-42,594
82
$691K 0.37%
+28,748
83
$688K 0.36%
+35,634
84
$678K 0.36%
32,990
-9,308
85
$673K 0.36%
+70,682
86
$623K 0.33%
78,522
+7,067
87
$606K 0.32%
+35,578
88
$562K 0.3%
58,510
+2,150
89
$482K 0.26%
+49,073
90
$457K 0.24%
30,696
-79,444
91
– –
-69,475
92
– –
-18,802
93
– –
-12,655
94
– –
-23,703
95
– –
-79,968
96
– –
-28,057
97
– –
-14,957
98
– –
-50,304
99
– –
-31,920
100
– –
-39,315
1 2 3
4
5