TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
1-Year Return
62.15%
This Quarter Return
+9.2%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$236M
AUM Growth
-$596K
(-0.25%)
Cap. Flow
-$6.73M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
25.72%
Holding
116
New
25
Increased
24
Reduced
48
Closed
19
Top Buys
| 1 |
BSFT
BroadSoft, Inc.
BSFT
|
$3.45M |
| 2 |
ABMD
Abiomed Inc
ABMD
|
$3.15M |
| 3 |
CYNO
Cynosure, Inc. Class A
CYNO
|
$2.89M |
| 4 |
MasTec
MTZ
|
$2.71M |
| 5 |
HW
Headwaters Inc
HW
|
$2.7M |
Top Sells
| 1 |
Steris
STE
|
$6.64M |
| 2 |
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
|
$4.35M |
| 3 |
AMN Healthcare
AMN
|
$3.03M |
| 4 |
Monro
MNRO
|
$3.02M |
| 5 |
Adtran
ADTN
|
$2.67M |
Sector Composition
| 1 | Technology | 29.12% |
| 2 | Healthcare | 22.54% |
| 3 | Consumer Discretionary | 13.71% |
| 4 | Industrials | 13.48% |
| 5 | Communication Services | 3.32% |
