TCM

Timpani Capital Management Portfolio holdings

AUM $209M
1-Year Est. Return 62.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+62.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.4M
3
+$2.38M
4
COHR icon
Coherent
COHR
+$2.36M
5
WAL icon
Western Alliance Bancorporation
WAL
+$2.33M

Top Sells

1
+$5.12M
2
+$4.72M
3
+$4.68M
4
NPTN
NEOPHOTONICS CORP
NPTN
+$4.5M
5
TYL icon
Tyler Technologies
TYL
+$4.46M

Sector Composition

1 Technology 25.75%
2 Healthcare 20.79%
3 Industrials 15.87%
4 Consumer Discretionary 14.4%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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