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
$255M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.45M
3
+$2.98M
4
QLYS icon
Qualys
QLYS
+$2.88M
5
INGN icon
Inogen
INGN
+$2.87M

Top Sells

1
+$6.23M
2
+$5.74M
3
+$4.16M
4
BAS
Basis Energy Services, Inc.
BAS
+$3.25M
5
JJSF icon
J&J Snack Foods
JJSF
+$3.21M

Sector Composition

1 Technology 27.71%
2 Healthcare 21.33%
3 Consumer Discretionary 17.15%
4 Industrials 13.65%
5 Financials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-55,495
102
– –
-19,680
103
– –
-343,300
104
– –
-27,688
105
– –
-117,551
106
– –
-133,875
107
– –
-82,714
108
– –
-262
109
– –
-103,316
110
– –
-29,310
1 2 3 4
5