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
$339M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.83M
3
+$4.49M
4
HOME
At Home Group Inc.
HOME
+$3.84M
5
KMG
KMG Chemicals Inc
KMG
+$3.76M

Top Sells

1
+$3.65M
2
+$3.44M
3
+$3.41M
4
KNX icon
Knight Transportation
KNX
+$3.17M
5
NTNX icon
Nutanix
NTNX
+$2.94M

Sector Composition

1 Technology 26.56%
2 Healthcare 19.86%
3 Industrials 15.14%
4 Consumer Discretionary 13.15%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 3.18%
388,152
-51,354
2
$10.6M 3.13%
426,465
+17,343
3
$9.05M 2.67%
123,340
+12,851
4
$8.24M 2.43%
149,584
+6,077
5
$7.86M 2.32%
153,456
+40,556
6
$7.8M 2.3%
41,884
+9,869
7
$7.77M 2.29%
96,128
+27,703
8
$7.75M 2.29%
149,063
+6,032
9
$7.36M 2.17%
525,826
+55,904
10
$7.12M 2.1%
63,817
+1,345
11
$6.42M 1.9%
91,257
+3,699
12
$6.13M 1.81%
177,445
-22,645
13
$5.98M 1.77%
46,264
+10,519
14
$5.9M 1.74%
+68,949
15
$5.87M 1.73%
2,343
+669
16
$5.86M 1.73%
133,457
+5,389
17
$5.7M 1.68%
114,822
-22,065
18
$5.55M 1.64%
111,309
+4,476
19
$5.51M 1.63%
145,188
+16,403
20
$5.46M 1.61%
75,332
+9,022
21
$5.2M 1.54%
81,471
+70,366
22
$5.17M 1.53%
42,805
+7,410
23
$5.03M 1.48%
138,919
-40,409
24
$4.9M 1.45%
125,062
+98,112
25
$4.83M 1.43%
+165,338
1
2 3 4 5