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
$236M
AUM Growth
-$596K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.15M
3
+$2.89M
4
MTZ icon
MasTec
MTZ
+$2.71M
5
HW
Headwaters Inc
HW
+$2.7M

Top Sells

1
+$6.64M
2
+$4.35M
3
+$3.03M
4
MNRO icon
Monro
MNRO
+$3.02M
5
ADTN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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108
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116
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5