TCM
Timpani Capital Management Portfolio holdings
AUM $209M
1-Year Return
62.15%
This Quarter Return
+13.8%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$286M
AUM Growth
+$8.15M
(+2.9%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-4.9%
Top 10 Holdings %
Top 10 Hldgs %
24.02%
Holding
121
New
22
Increased
26
Reduced
47
Closed
26
Top Buys
| 1 |
EPAY
Bottomline Technologies Inc
EPAY
|
+$4.14M |
| 2 |
AMN Healthcare
AMN
|
+$3.65M |
| 3 |
Nice
NICE
|
+$2.8M |
| 4 |
INXN
Interxion Holding N.V.
INXN
|
+$2.71M |
| 5 |
INST
Instructure, Inc.
INST
|
+$2.6M |
Top Sells
| 1 |
Omnicell
OMCL
|
+$4.04M |
| 2 |
Visteon
VC
|
+$3.64M |
| 3 |
Quanta Services
PWR
|
+$3.37M |
| 4 |
Rogers Corp
ROG
|
+$3.32M |
| 5 |
BMCH
BMC Stock Holdings, Inc
BMCH
|
+$3.29M |
Sector Composition
| 1 | Technology | 29.54% |
| 2 | Healthcare | 18.26% |
| 3 | Industrials | 14.76% |
| 4 | Consumer Discretionary | 10.05% |
| 5 | Consumer Staples | 8.12% |
