TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
1-Year Return
62.15%
This Quarter Return
+19.9%
1 Year Return
+62.15%
3 Year Return
+383.66%
5 Year Return
+938.16%
10 Year Return
–
AUM
$250M
AUM Growth
+$9.4M
(+3.9%)
Cap. Flow
-$18.4M
Cap. Flow
% of AUM
-7.39%
Top 10 Holdings %
Top 10 Hldgs %
22.09%
Holding
131
New
32
Increased
23
Reduced
40
Closed
36
Top Buys
| 1 |
Grand Canyon Education
LOPE
|
$4.43M |
| 2 |
Texas Capital Bancshares
TCBI
|
$3.77M |
| 3 |
Shopify
SHOP
|
$3.14M |
| 4 |
Green Dot
GDOT
|
$2.93M |
| 5 |
Veeva Systems
VEEV
|
$2.8M |
Top Sells
| 1 |
ICU Medical
ICUI
|
$5.03M |
| 2 |
GIMO
Gigamon Inc.
GIMO
|
$4.88M |
| 3 |
Commault Systems
CVLT
|
$4.79M |
| 4 |
HSKA
Heska Corp
HSKA
|
$3.56M |
| 5 |
BFX
BowFlex Inc.
BFX
|
$2.76M |
Sector Composition
| 1 | Technology | 24.78% |
| 2 | Healthcare | 21.18% |
| 3 | Industrials | 17.98% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Consumer Staples | 6.61% |