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
$170M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$2.77M
2 +$2.42M
3 +$2.41M
4
PRIM icon
Primoris Services
PRIM
+$2M
5
CSGP icon
CoStar Group
CSGP
+$1.91M

Sector Composition

1 Technology 24.06%
2 Healthcare 17.59%
3 Industrials 15.52%
4 Consumer Discretionary 11.17%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.79M 2.82%
94,914
+4,657
2
$4.58M 2.7%
91,447
-19,546
3
$4.54M 2.68%
137,645
+3,229
4
$4.27M 2.52%
58,559
-219
5
$4.23M 2.49%
48,470
+7,324
6
$4.17M 2.45%
280,857
-54,651
7
$4.08M 2.4%
101,372
-24,742
8
$3.92M 2.31%
244,411
+28,115
9
$3.86M 2.27%
78,497
-632
10
$3.85M 2.27%
50,334
+8,958
11
$3.78M 2.23%
144,098
+2,829
12
$3.71M 2.19%
223,631
+5,438
13
$3.7M 2.18%
106,984
-45,024
14
$3.67M 2.16%
41,738
+5,583
15
$3.61M 2.13%
214,820
-113,520
16
$3.4M 2%
125,965
-46,765
17
$3.26M 1.92%
+76,296
18
$3.23M 1.91%
36,960
-293
19
$3.19M 1.88%
148,114
+23,825
20
$3.12M 1.84%
208,238
+95,251
21
$3.02M 1.78%
70,773
+10,157
22
$2.81M 1.66%
25,450
-11,304
23
$2.7M 1.59%
23,537
+2,145
24
$2.63M 1.55%
+866
25
$2.61M 1.54%
28,334
+4,486