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
$269M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.33M
3
+$4.28M
4
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$3.67M
5
PCRX icon
Pacira BioSciences
PCRX
+$3.47M

Top Sells

1
+$5.11M
2
+$5M
3
+$4.57M
4
PWR icon
Quanta Services
PWR
+$4.3M
5
WIX icon
WIX.com
WIX
+$3.92M

Sector Composition

1 Technology 26.48%
2 Healthcare 25.82%
3 Industrials 13.44%
4 Consumer Discretionary 7.72%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.72M 2.49%
541,575
+113,220
2
$6.45M 2.4%
299,894
-31,086
3
$5.88M 2.18%
478,013
+158,200
4
$5.49M 2.04%
121,662
+3,909
5
$5.28M 1.96%
157,960
+67,626
6
$5.26M 1.95%
136,557
+48,687
7
$5.23M 1.94%
30,389
-15,972
8
$4.92M 1.83%
+78,401
9
$4.89M 1.82%
224,451
-18,973
10
$4.8M 1.78%
61,244
-614
11
$4.79M 1.78%
188,751
+27,812
12
$4.77M 1.77%
83,671
-24,952
13
$4.74M 1.76%
3,368
+1,614
14
$4.74M 1.76%
49,647
-15,163
15
$4.57M 1.7%
124,977
+56,914
16
$4.55M 1.69%
57,887
+33,262
17
$4.54M 1.68%
106,452
-21,900
18
$4.51M 1.67%
161,042
+10,486
19
$4.34M 1.61%
100,708
-278
20
$4.33M 1.61%
42,410
-11,117
21
$4.33M 1.61%
+113,437
22
$4.28M 1.59%
+149,912
23
$4.23M 1.57%
63,571
+8,254
24
$4.16M 1.54%
131,007
+34,749
25
$4.08M 1.51%
113,456
-5,078
1
2 3 4 5