TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
-16.66%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(-49%)
Cap. Flow
-$104M
Cap. Flow
% of AUM
-58.3%
Top 10 Holdings %
Top 10 Hldgs %
28.48%
Holding
118
New
19
Increased
10
Reduced
57
Closed
32
Top Buys
| 1 |
Generac Holdings
GNRC
|
$3.44M |
| 2 |
BJs Wholesale Club
BJ
|
$2.53M |
| 3 |
Pacira BioSciences
PCRX
|
$2.38M |
| 4 |
Tandem Diabetes Care
TNDM
|
$2.18M |
| 5 |
WMGI
Wright Medical Group Inc
WMGI
|
$2.12M |
Top Sells
| 1 |
APTI
Apptio, Inc. Class A Common Stock
APTI
|
$5.43M |
| 2 |
BlackLine
BL
|
$4.56M |
| 3 |
CARB
Carbonite Inc
CARB
|
$4.45M |
| 4 |
RP
RealPage, Inc.
RP
|
$3.59M |
| 5 |
Boot Barn
BOOT
|
$3.31M |
Sector Composition
| 1 | Healthcare | 27.06% |
| 2 | Technology | 22.71% |
| 3 | Industrials | 14.53% |
| 4 | Consumer Staples | 12.09% |
| 5 | Consumer Discretionary | 10.14% |
