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
$274M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.72M
3
+$3.48M
4
LPLA icon
LPL Financial
LPLA
+$2.82M
5
IBP icon
Installed Building Products
IBP
+$2.82M

Top Sells

1
+$4.92M
2
+$4.79M
3
+$4.23M
4
DY icon
Dycom Industries
DY
+$3.69M
5
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$3.67M

Sector Composition

1 Technology 27.15%
2 Healthcare 19.09%
3 Industrials 18.04%
4 Consumer Discretionary 13.12%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.5%
+192,756
77
$1.32M 0.48%
62,905
-29,974
78
$1.26M 0.46%
61,339
-5,613
79
$1.25M 0.46%
+55,759
80
$1.24M 0.45%
28,864
-17,376
81
$1.19M 0.44%
34,973
+12,386
82
$1.14M 0.41%
72,504
-27,413
83
$1.11M 0.41%
+38,399
84
$1.11M 0.41%
72,198
-135,130
85
$1.1M 0.4%
+99,470
86
$1.08M 0.39%
+16,426
87
$1.08M 0.39%
+28,797
88
$1.06M 0.39%
+31,580
89
$1.05M 0.38%
42,548
-63,643
90
$1.02M 0.37%
+42,089
91
$1M 0.37%
+67,043
92
$992K 0.36%
73,762
+4,583
93
$969K 0.35%
36,688
-2,519
94
$954K 0.35%
36,283
-52,712
95
$943K 0.34%
+41,794
96
$876K 0.32%
+77,191
97
$845K 0.31%
+64,633
98
$843K 0.31%
+18,344
99
$824K 0.3%
29,279
-87,118
100
$783K 0.29%
66,056
+412
1 2 3
4
5