TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
-1.37%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(-28%)
Cap. Flow
-$78.2M
Cap. Flow
% of AUM
-31.54%
Top 10 Holdings %
Top 10 Hldgs %
23.97%
Holding
122
New
33
Increased
23
Reduced
39
Closed
27
Top Buys
| 1 |
Steris
STE
|
$3.92M |
| 2 |
Marcus & Millichap
MMI
|
$3.82M |
| 3 |
Addus HomeCare
ADUS
|
$3.4M |
| 4 |
PDCE
PDC Energy, Inc.
PDCE
|
$3.05M |
| 5 |
Ziff Davis
ZD
|
$3.04M |
Top Sells
| 1 |
LendingTree
TREE
|
$10M |
| 2 |
Qorvo
QRVO
|
$7.11M |
| 3 |
AAC
AAC Holdings, Inc.
AAC
|
$6.58M |
| 4 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
$6.34M |
| 5 |
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% |
