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
$274M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.72M
3
+$3.48M
4
LPLA icon
LPL Financial
LPLA
+$2.82M
5
IBP icon
Installed Building Products
IBP
+$2.82M

Top Sells

1
+$4.92M
2
+$4.79M
3
+$4.23M
4
DY icon
Dycom Industries
DY
+$3.69M
5
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$3.67M

Sector Composition

1 Technology 27.15%
2 Healthcare 19.09%
3 Industrials 18.04%
4 Consumer Discretionary 13.12%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$740K 0.27%
+5,743
102
$708K 0.26%
207,625
-100,846
103
$667K 0.24%
+26,593
104
– –
-78,401
105
– –
-9,258
106
– –
-41,186
107
– –
-22,046
108
– –
-188,751
109
– –
-124,155
110
– –
-33,844
111
– –
-17,356
112
– –
-33,297
113
– –
-144,404
114
– –
-72,654
115
– –
-63,571
116
– –
-43,660
117
– –
-23,740
118
– –
-14,982
119
– –
-18,492
120
– –
-156,332
121
– –
-73,624
122
– –
-13,023
1 2 3 4
5