TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+11.4%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(-6.1%)
Cap. Flow
-$41.2M
Cap. Flow
% of AUM
-21.79%
Top 10 Holdings %
Top 10 Hldgs %
26.94%
Holding
117
New
32
Increased
29
Reduced
30
Closed
26
Top Buys
| 1 |
Marchex
MCHX
|
$4.29M |
| 2 |
Jack in the Box
JACK
|
$3.66M |
| 3 |
PFPT
Proofpoint, Inc.
PFPT
|
$3.27M |
| 4 |
SWFT
Swift Transportation Company
SWFT
|
$2.47M |
| 5 |
ANI Pharmaceuticals
ANIP
|
$2.35M |
Top Sells
| 1 |
CONN
Conn's Inc.
CONN
|
$5.6M |
| 2 |
Chord Energy
CHRD
|
$3.76M |
| 3 |
HCII
HOMEOWNERS CHOICE INC COM STK
HCII
|
$3.72M |
| 4 |
SGNT
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
|
$3.68M |
| 5 |
MGAM
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
|
$3.31M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Industrials | 19.9% |
| 3 | Healthcare | 19.13% |
| 4 | Consumer Discretionary | 13.68% |
| 5 | Energy | 7.81% |
