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
101
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102
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103
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104
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105
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106
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-97,786
107
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-34,960
108
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-78,701
109
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-54,788
110
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-71,529
111
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-30,776
112
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-21,410
113
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-36,651
114
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-51,880
115
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-278,640
116
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-77,591
117
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-85,459
118
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-38,301
119
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5