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
$250M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.77M
3
+$3.14M
4
GDOT icon
Green Dot
GDOT
+$2.93M
5
VEEV icon
Veeva Systems
VEEV
+$2.8M

Top Sells

1
+$5.03M
2
+$4.88M
3
+$4.79M
4
HSKA
Heska Corp
HSKA
+$3.56M
5
BFX
BowFlex Inc.
BFX
+$2.76M

Sector Composition

1 Technology 24.78%
2 Healthcare 21.18%
3 Industrials 17.98%
4 Consumer Discretionary 8.93%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.47%
27,980
-53,644
77
$1.18M 0.47%
+36,980
78
$1.09M 0.44%
+101,326
79
$1.08M 0.43%
37,593
-40,738
80
$1.04M 0.42%
10,670
-12,248
81
$976K 0.39%
+51,910
82
$976K 0.39%
37,140
-15,846
83
$905K 0.36%
+30,404
84
$887K 0.36%
+214,654
85
$868K 0.35%
+67,551
86
$820K 0.33%
39,994
-45,619
87
$768K 0.31%
13,218
-725
88
$758K 0.3%
+47,464
89
$748K 0.3%
33,407
-19,300
90
$740K 0.3%
+23,116
91
$691K 0.28%
22,049
-52,949
92
$649K 0.26%
+67,276
93
$619K 0.25%
+63,103
94
$603K 0.24%
58,613
-3,398
95
$516K 0.21%
+24,214
96
– –
-34,139
97
– –
-11,770
98
– –
-34,423
99
– –
-18,440
100
– –
-60,310
2 3
4
5 6