TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+11.11%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(-0.65%)
Cap. Flow
-$5.35M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
24.34%
Holding
122
New
27
Increased
29
Reduced
35
Closed
31
Top Buys
| 1 |
HubSpot
HUBS
|
$4.29M |
| 2 |
Ligand Pharmaceuticals
LGND
|
$3.99M |
| 3 |
CBM
Cambrex Corporation
CBM
|
$3.43M |
| 4 |
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
|
$3.06M |
| 5 |
Fabrinet
FN
|
$3.06M |
Top Sells
| 1 |
Marcus & Millichap
MMI
|
$4.89M |
| 2 |
TMH
Team Health Holdings Inc
TMH
|
$4.16M |
| 3 |
Asbury Automotive
ABG
|
$3.76M |
| 4 |
Addus HomeCare
ADUS
|
$3.4M |
| 5 |
Inogen
INGN
|
$3.37M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Healthcare | 23.03% |
| 3 | Consumer Discretionary | 15.18% |
| 4 | Industrials | 7.84% |
| 5 | Financials | 7.18% |
