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
$339M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.83M
3
+$4.49M
4
HOME
At Home Group Inc.
HOME
+$3.84M
5
KMG
KMG Chemicals Inc
KMG
+$3.76M

Top Sells

1
+$3.65M
2
+$3.44M
3
+$3.41M
4
KNX icon
Knight Transportation
KNX
+$3.17M
5
NTNX icon
Nutanix
NTNX
+$2.94M

Sector Composition

1 Technology 26.56%
2 Healthcare 19.86%
3 Industrials 15.14%
4 Consumer Discretionary 13.15%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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