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
1
$7.59M 3.04%
36,906
-4,373
2
$5.81M 2.33%
46,361
+6,048
3
$5.79M 2.32%
108,623
-14,844
4
$5.62M 2.25%
53,527
-33,910
5
$5.45M 2.18%
46,040
+992
6
$5.45M 2.18%
330,980
-21,899
7
$5.03M 2.01%
64,810
-3,569
8
$4.94M 1.98%
243,424
-40,846
9
$4.72M 1.89%
85,007
-3,714
10
$4.72M 1.89%
117,753
-35,035
11
$4.71M 1.89%
50,682
+16,872
12
$4.57M 1.83%
61,225
-3,364
13
$4.54M 1.82%
428,355
+43,881
14
$4.5M 1.8%
65,620
-3,609
15
$4.43M 1.78%
+61,858
16
$4.3M 1.72%
128,352
+6,730
17
$4.3M 1.72%
115,775
-6,061
18
$4.14M 1.66%
118,534
-6,485
19
$3.96M 1.59%
60,717
+22,753
20
$3.92M 1.57%
57,732
+25,127
21
$3.88M 1.55%
44,103
-9,071
22
$3.79M 1.52%
73,839
-31,415
23
$3.77M 1.51%
+45,129
24
$3.75M 1.5%
76,502
+22,374
25
$3.61M 1.45%
150,556
+36,153
1
2 3 4 5