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
$237M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.72M
3
+$3.55M
4
LOGM
LogMein, Inc.
LOGM
+$3.45M
5
GIMO
Gigamon Inc.
GIMO
+$3.3M

Top Sells

1
+$4.29M
2
+$3.73M
3
+$3.52M
4
EFOI icon
Energy Focus
EFOI
+$3.04M
5
TREE icon
LendingTree
TREE
+$2.9M

Sector Composition

1 Technology 26.71%
2 Healthcare 23.76%
3 Consumer Discretionary 17.97%
4 Industrials 10.63%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.22M 3.05%
108,015
-1,245
2
$6.96M 2.94%
71,234
-29,702
3
$6.64M 2.8%
93,402
+4,964
4
$5.94M 2.51%
91,809
+57,599
5
$5.48M 2.31%
91,967
+17,492
6
$5.32M 2.24%
27,467
+1,521
7
$5.27M 2.23%
156,803
+57,022
8
$4.78M 2.02%
37,172
+2,815
9
$4.58M 1.94%
237,336
-5,221
10
$4.49M 1.9%
60,574
-9,898
11
$4.47M 1.89%
237,830
+12,840
12
$4.43M 1.87%
137,092
+8,695
13
$4.43M 1.87%
116,672
+7,728
14
$4.41M 1.86%
41,482
+2,440
15
$4.4M 1.86%
+91,040
16
$4.35M 1.84%
105,581
-42,305
17
$4.32M 1.83%
60,573
+3,108
18
$3.63M 1.53%
116,846
+19,245
19
$3.63M 1.53%
41,797
+2,462
20
$3.55M 1.5%
+42,485
21
$3.54M 1.5%
116,392
+6,070
22
$3.45M 1.46%
+68,454
23
$3.3M 1.39%
+106,387
24
$3.29M 1.39%
+155,327
25
$3.27M 1.38%
37,400
-1,027
1
2 3 4 5