TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+20.83%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+6.5%)
Cap. Flow
-$6.54M
Cap. Flow
% of AUM
-2.6%
Top 10 Holdings %
Top 10 Hldgs %
25.22%
Holding
120
New
23
Increased
37
Reduced
24
Closed
36
Top Buys
| 1 |
Quanta Services
PWR
|
$4.73M |
| 2 |
Inogen
INGN
|
$4.29M |
| 3 |
Shopify
SHOP
|
$4.07M |
| 4 |
Advanced Energy
AEIS
|
$3.41M |
| 5 |
Ollie's Bargain Outlet
OLLI
|
$3.09M |
Top Sells
| 1 |
ULTI
Ultimate Software Group Inc
ULTI
|
$5.65M |
| 2 |
CoStar Group
CSGP
|
$4.18M |
| 3 |
USCR
U S Concrete, Inc.
USCR
|
$4.09M |
| 4 |
ADPT
Adeptus Health Inc.
ADPT
|
$4.04M |
| 5 |
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% |
