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
$347M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$4.86M
2 +$2.82M
3 +$2.79M
4
EYE icon
National Vision
EYE
+$2.75M
5
ROKU icon
Roku
ROKU
+$2.65M

Top Sells

1 +$4.82M
2 +$4.42M
3 +$4.29M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$4.28M
5
MTZ icon
MasTec
MTZ
+$3.99M

Sector Composition

1 Healthcare 25.22%
2 Technology 23.55%
3 Consumer Discretionary 14.56%
4 Industrials 12.77%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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119
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