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
$246M
AUM Growth
-$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.99M
3 +$3.43M
4
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
+$3.06M
5
FN icon
Fabrinet
FN
+$3.06M

Top Sells

1 +$4.89M
2 +$4.16M
3 +$3.76M
4
ADUS icon
Addus HomeCare
ADUS
+$3.4M
5
INGN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-106,309
102
-42,817
103
-54,075
104
-96,105
105
-919,220
106
-22,940
107
-18,158
108
-165,001
109
-57,445
110
-11,342
111
-137,521
112
-39,229
113
-58,264
114
-76,910
115
-16,370
116
-19,756
117
-60,518
118
-127,870
119
-72,249
120
-10,000
121
-23,880
122
-69,640