TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+15.35%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$335M
AUM Growth
+$335M
(+32%)
Cap. Flow
+$61.5M
Cap. Flow
% of AUM
18.33%
Top 10 Holdings %
Top 10 Hldgs %
25.4%
Holding
101
New
18
Increased
45
Reduced
23
Closed
15
Top Buys
| 1 |
World Kinect Corp
WKC
|
$7.24M |
| 2 |
Qorvo
QRVO
|
$7.15M |
| 3 |
INSY
Insys Therapeutics, Inc.
INSY
|
$5.69M |
| 4 |
LendingTree
TREE
|
$4.69M |
| 5 |
G-III Apparel Group
GIII
|
$4.58M |
Top Sells
| 1 |
TUES
Tuesday Morning Corp
TUES
|
$3.32M |
| 2 |
RFMD
RF MICRO DEVICES INC
RFMD
|
$2.82M |
| 3 |
Tyler Technologies
TYL
|
$2.46M |
| 4 |
CORE
Core Mark Holding Co., Inc.
CORE
|
$2.38M |
| 5 |
DWRE
DEMANDWARE INC COM STK (DE)
DWRE
|
$2.25M |
Sector Composition
| 1 | Healthcare | 25.93% |
| 2 | Technology | 24.57% |
| 3 | Consumer Discretionary | 17.15% |
| 4 | Industrials | 12.11% |
| 5 | Financials | 4.12% |