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
$286M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.65M
3
+$2.8M
4
INXN
Interxion Holding N.V.
INXN
+$2.71M
5
INST
Instructure, Inc.
INST
+$2.6M

Top Sells

1
+$4.04M
2
+$3.64M
3
+$3.37M
4
ROG icon
Rogers Corp
ROG
+$3.32M
5
BMCH
BMC Stock Holdings, Inc
BMCH
+$3.29M

Sector Composition

1 Technology 29.54%
2 Healthcare 18.26%
3 Industrials 14.76%
4 Consumer Discretionary 10.05%
5 Consumer Staples 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.08M 3.17%
439,506
-2,335
2
$8.25M 2.88%
409,122
-2,124
3
$7.39M 2.58%
143,507
+9,877
4
$7.09M 2.48%
110,489
-833
5
$6.71M 2.34%
136,887
-684
6
$6.68M 2.34%
20,370
-111
7
$6.55M 2.29%
62,472
+11,488
8
$5.96M 2.08%
200,090
-6,336
9
$5.56M 1.94%
87,558
-512
10
$5.42M 1.89%
117,810
-15,817
11
$5.4M 1.89%
152,530
+9,647
12
$5.29M 1.85%
116,603
+29,976
13
$5.12M 1.79%
112,900
-54,375
14
$5.08M 1.78%
179,328
+72,532
15
$5.04M 1.76%
68,425
+19,055
16
$4.84M 1.69%
128,068
-40,341
17
$4.79M 1.67%
35,395
+3,386
18
$4.57M 1.6%
87,627
+45,809
19
$4.55M 1.59%
143,031
-825
20
$4.49M 1.57%
181,398
-947
21
$4.23M 1.48%
469,922
+36,528
22
$4.22M 1.48%
1,674
-9
23
$4.2M 1.47%
74,016
+22,499
24
$4.14M 1.45%
+106,833
25
$4.04M 1.41%
245,279
+82,685
1
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