BCH

Berkshire Capital Holdings Portfolio holdings

AUM $329M
1-Year Est. Return 192.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+192.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$17M
3
+$16.5M
4
SWKS icon
Skyworks Solutions
SWKS
+$15.8M
5
PYPL icon
PayPal
PYPL
+$12.8M

Top Sells

1
+$17.2M
2
+$15.3M
3
+$15.2M
4
RNG icon
RingCentral
RNG
+$14.4M
5
FISV
Fiserv Inc
FISV
+$12.3M

Sector Composition

1 Technology 70.34%
2 Consumer Discretionary 13.11%
3 Financials 8.57%
4 Communication Services 6.96%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3K ﹤0.01%
10
-22,565
27
$3K ﹤0.01%
50
-286,350
28
$2K ﹤0.01%
10
-53,480
29
$2K ﹤0.01%
10
-32,630
30
$2K ﹤0.01%
10
31
$1K ﹤0.01%
20
32
$1K ﹤0.01%
10
33
$1K ﹤0.01%
10
-118,430
34
$1K ﹤0.01%
10
35
$1K ﹤0.01%
10
36
$1K ﹤0.01%
10
37
$1K ﹤0.01%
10
-57,240
38
$1K ﹤0.01%
10
-123,330
39
$1K ﹤0.01%
10
-88,350
40
$1K ﹤0.01%
10
41
$1K ﹤0.01%
10
42
$1K ﹤0.01%
10
43
$1K ﹤0.01%
10
-61,490
44
$0 ﹤0.01%
+10
45
$0 ﹤0.01%
10
46
– –
-10
47
$0 ﹤0.01%
10
48
– –
-160
49
– –
-10
50
– –
-100
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2
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