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
$219M
AUM Growth
-$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$4.12M
3
+$3.63M
4
AKRX
Akorn Inc
AKRX
+$3.19M
5
EXAM
EXAMWORKS GROUP INC COM STK (DE)
EXAM
+$3.1M

Top Sells

1
+$5.91M
2
+$3.23M
3
+$3.13M
4
PRFT
Perficient Inc
PRFT
+$3.07M
5
SWFT
Swift Transportation Company
SWFT
+$2.96M

Sector Composition

1 Technology 25.86%
2 Healthcare 16.71%
3 Consumer Discretionary 16.65%
4 Industrials 12.33%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$930K 0.43%
37,359
-73,799
77
$924K 0.42%
3,192
+156
78
$871K 0.4%
+68,501
79
$822K 0.38%
+18,322
80
$739K 0.34%
55,495
-48,032
81
$688K 0.31%
34,535
-116,001
82
$679K 0.31%
+37,829
83
$669K 0.31%
25,514
-56,424
84
$666K 0.3%
15,346
-14,115
85
$629K 0.29%
26,115
-47,668
86
– –
-44,190
87
– –
-356,774
88
– –
-157,771
89
– –
-21,072
90
– –
-91,640
91
– –
-7,354
92
– –
-491,885
93
– –
-16,487
94
– –
-15,326
95
– –
-160,063
96
– –
-38,157
97
– –
-14,444
98
– –
-283,156
99
– –
-157,897
100
– –
-101,359
1 2 3
4
5