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
$237M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.72M
3
+$3.55M
4
LOGM
LogMein, Inc.
LOGM
+$3.45M
5
GIMO
Gigamon Inc.
GIMO
+$3.3M

Top Sells

1
+$4.29M
2
+$3.73M
3
+$3.52M
4
EFOI icon
Energy Focus
EFOI
+$3.04M
5
TREE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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