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
$248M
AUM Growth
-$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.82M
3
+$3.4M
4
PDCE
PDC Energy, Inc.
PDCE
+$3.04M
5
ZD icon
Ziff Davis
ZD
+$3.04M

Top Sells

1
+$10M
2
+$7.11M
3
+$6.58M
4
AMAG
AMAG Pharmaceuticals
AMAG
+$6.34M
5
SKX
Skechers
SKX
+$6.32M

Sector Composition

1 Healthcare 25.19%
2 Consumer Discretionary 19.97%
3 Technology 18.79%
4 Industrials 10.78%
5 Real Estate 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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108
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109
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110
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113
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114
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-38,637
116
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117
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-91,847
118
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119
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120
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121
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-151,027
122
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