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
$250M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.77M
3
+$3.14M
4
GDOT icon
Green Dot
GDOT
+$2.93M
5
VEEV icon
Veeva Systems
VEEV
+$2.8M

Top Sells

1
+$5.03M
2
+$4.88M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-102,964
127
– –
-54,419
128
– –
-133,913
129
– –
-107,153
130
– –
-30,480
131
– –
-57,806
2 3 4 5
6