TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+25.21%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+7.8%)
Cap. Flow
-$10.3M
Cap. Flow
% of AUM
-6.05%
Top 10 Holdings %
Top 10 Hldgs %
24.92%
Holding
107
New
25
Increased
26
Reduced
35
Closed
21
Top Buys
| 1 |
Penske Automotive Group
PAG
|
$3.26M |
| 2 |
VYNT
Vyant Bio, Inc. Common Stock
VYNT
|
$2.63M |
| 3 |
MaxLinear
MXL
|
$2.33M |
| 4 |
SGNT
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
|
$2.25M |
| 5 |
SN
Sanchez Energy Corporation
SN
|
$1.59M |
Top Sells
| 1 |
Sonida Senior Living
SNDA
|
$2.77M |
| 2 |
RYL
RYLAND GROUP INC
RYL
|
$2.42M |
| 3 |
TMH
Team Health Holdings Inc
TMH
|
$2.41M |
| 4 |
Primoris Services
PRIM
|
$2M |
| 5 |
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% |