TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+18.57%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
(+19%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
25.44%
Holding
105
New
19
Increased
48
Reduced
17
Closed
20
Top Buys
| 1 |
Monro
MNRO
|
$3.11M |
| 2 |
Motorcar Parts of America
MPAA
|
$2.91M |
| 3 |
TRAK
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
|
$2.26M |
| 4 |
Middleby
MIDD
|
$2.01M |
| 5 |
ECOM
CHANNELADVISOR CORPORATION
ECOM
|
$1.86M |
Top Sells
| 1 |
ASGN Inc
ASGN
|
$3.98M |
| 2 |
Magnachip Semiconductor
MX
|
$3.19M |
| 3 |
MasTec
MTZ
|
$2.08M |
| 4 |
TVTY
Tivity Health, Inc. Common Stock
TVTY
|
$2.01M |
| 5 |
TNGO
Tangoe, Inc.
TNGO
|
$1.77M |
Sector Composition
| 1 | Technology | 20.6% |
| 2 | Healthcare | 16.75% |
| 3 | Consumer Discretionary | 15.38% |
| 4 | Industrials | 14.82% |
| 5 | Energy | 8.56% |