TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+20.88%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$339M
AUM Growth
+$339M
(+18%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
5.92%
Top 10 Holdings %
Top 10 Hldgs %
24.9%
Holding
121
New
26
Increased
49
Reduced
19
Closed
27
Top Buys
| 1 |
LHCG
LHC Group LLC
LHCG
|
$5.9M |
| 2 |
TPIC
TPI Composites
TPIC
|
$4.83M |
| 3 |
TRHC
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
|
$4.49M |
| 4 |
HOME
At Home Group Inc.
HOME
|
$3.84M |
| 5 |
KMG
KMG Chemicals Inc
KMG
|
$3.76M |
Top Sells
| 1 |
AMN Healthcare
AMN
|
$3.65M |
| 2 |
Alkermes
ALKS
|
$3.44M |
| 3 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$3.41M |
| 4 |
Knight Transportation
KNX
|
$3.17M |
| 5 |
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% |
