TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+22.49%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$347M
AUM Growth
+$347M
(+2.5%)
Cap. Flow
-$34.4M
Cap. Flow
% of AUM
-9.9%
Top 10 Holdings %
Top 10 Hldgs %
25.61%
Holding
119
New
25
Increased
23
Reduced
51
Closed
20
Top Buys
| 1 |
Strategic Education
STRA
|
$4.86M |
| 2 |
CONN
Conn's Inc.
CONN
|
$2.82M |
| 3 |
Omnicell
OMCL
|
$2.79M |
| 4 |
National Vision
EYE
|
$2.75M |
| 5 |
Roku
ROKU
|
$2.65M |
Top Sells
| 1 |
Floor & Decor
FND
|
$4.82M |
| 2 |
Chegg
CHGG
|
$4.42M |
| 3 |
TWOU
2U, Inc.
TWOU
|
$4.29M |
| 4 |
Supernus Pharmaceuticals
SUPN
|
$4.28M |
| 5 |
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% |
