TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
1-Year Return
62.15%
This Quarter Return
+2.52%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$237M
AUM Growth
-$9.54M
(-3.9%)
Cap. Flow
-$1.7M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
23.93%
Holding
121
New
30
Increased
32
Reduced
29
Closed
30
Top Buys
| 1 |
AMED
Amedisys
AMED
|
$4.4M |
| 2 |
Dycom Industries
DY
|
$3.72M |
| 3 |
Children's Place
PLCE
|
$3.55M |
| 4 |
LOGM
LogMein, Inc.
LOGM
|
$3.45M |
| 5 |
GIMO
Gigamon Inc.
GIMO
|
$3.3M |
Top Sells
| 1 |
HubSpot
HUBS
|
$4.29M |
| 2 |
EPAM Systems
EPAM
|
$3.73M |
| 3 |
Globant
GLOB
|
$3.52M |
| 4 |
Energy Focus
EFOI
|
$3.04M |
| 5 |
LendingTree
TREE
|
$2.9M |
Sector Composition
| 1 | Technology | 26.71% |
| 2 | Healthcare | 23.76% |
| 3 | Consumer Discretionary | 17.97% |
| 4 | Industrials | 10.63% |
| 5 | Financials | 3.85% |
