TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+9.52%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(-4.5%)
Cap. Flow
-$16.1M
Cap. Flow
% of AUM
-6.72%
Top 10 Holdings %
Top 10 Hldgs %
21.71%
Holding
125
New
41
Increased
20
Reduced
38
Closed
26
Top Buys
| 1 |
NTRI
NutriSystem, Inc.
NTRI
|
$3.07M |
| 2 |
Dave & Buster's
PLAY
|
$2.78M |
| 3 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
$2.64M |
| 4 |
Western Alliance Bancorporation
WAL
|
$2.64M |
| 5 |
LNCE
Snyders-Lance, Inc.
LNCE
|
$2.49M |
Top Sells
| 1 |
Shopify
SHOP
|
$5.12M |
| 2 |
Ligand Pharmaceuticals
LGND
|
$4.74M |
| 3 |
Dycom Industries
DY
|
$4.64M |
| 4 |
NPTN
NEOPHOTONICS CORP
NPTN
|
$4.5M |
| 5 |
Tyler Technologies
TYL
|
$4.47M |
Sector Composition
| 1 | Technology | 25.75% |
| 2 | Healthcare | 20.79% |
| 3 | Industrials | 15.87% |
| 4 | Consumer Discretionary | 14.4% |
| 5 | Consumer Staples | 4.85% |
