TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
This Quarter Return
+31.41%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+17%)
Cap. Flow
+$2.41M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
25.2%
Holding
119
New
33
Increased
22
Reduced
36
Closed
28
Top Buys
| 1 |
ARRY
Array Biopharma Inc
ARRY
|
$4.57M |
| 2 |
LendingTree
TREE
|
$4.09M |
| 3 |
Workiva
WK
|
$3.98M |
| 4 |
Zscaler
ZS
|
$3.03M |
| 5 |
Glaukos
GKOS
|
$2.93M |
Top Sells
| 1 |
Green Dot
GDOT
|
$6.69M |
| 2 |
Ligand Pharmaceuticals
LGND
|
$3.68M |
| 3 |
Generac Holdings
GNRC
|
$3.44M |
| 4 |
Varonis Systems
VRNS
|
$2.95M |
| 5 |
Inogen
INGN
|
$2.68M |
Sector Composition
| 1 | Technology | 31.48% |
| 2 | Healthcare | 24.62% |
| 3 | Industrials | 12.2% |
| 4 | Consumer Staples | 10.9% |
| 5 | Consumer Discretionary | 8.29% |
