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
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.29M
3
+$4.07M
4
AEIS icon
Advanced Energy
AEIS
+$3.41M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$3.09M

Top Sells

1
+$5.65M
2
+$4.18M
3
+$4.09M
4
ADPT
Adeptus Health Inc
ADPT
+$4.04M
5
TTSH
Tile Shop Holdings
TTSH
+$3.73M

Sector Composition

1 Technology 32.54%
2 Healthcare 24.64%
3 Industrials 15.92%
4 Consumer Discretionary 10.82%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-25,942
102
– –
-102,911
103
– –
-78,131
104
– –
-239,984
105
– –
-81,863
106
– –
-168,819
107
– –
-33,763
108
– –
-18,008
109
– –
-175,345
110
– –
-76,262
111
– –
-82,722
112
– –
-3,877
113
– –
-48,069
114
– –
-15,381
115
– –
-47,486
116
– –
-108,056
117
– –
-46,657
118
– –
-41,668
119
– –
-43,372
120
– –
-17,051
1 2 3 4
5