BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 100.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+100.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$13.3M
3
+$10.2M
4
RBLX icon
Roblox
RBLX
+$10.1M
5
DKNG icon
DraftKings
DKNG
+$9.16M

Top Sells

1
+$24.5M
2
+$11.6M
3
+$9.16M
4
TEAM icon
Atlassian
TEAM
+$7.62M
5
NOW icon
ServiceNow
NOW
+$7.49M

Sector Composition

1 Technology 59.53%
2 Consumer Discretionary 23.63%
3 Communication Services 10.27%
4 Consumer Staples 2.01%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4K ﹤0.01%
100
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28
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29
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50
-83,150
30
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37
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$1K ﹤0.01%
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49
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50
$1K ﹤0.01%
100
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