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
$223M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$11.6M
3 +$7.53M
4
ZG icon
Zillow
ZG
+$7.49M
5
DOCN icon
DigitalOcean
DOCN
+$7.27M

Top Sells

1 +$11M
2 +$9.72M
3 +$8.37M
4
GTLB icon
GitLab
GTLB
+$7.97M
5
BILL icon
BILL Holdings
BILL
+$7.85M

Sector Composition

1 Technology 50.46%
2 Consumer Discretionary 24.64%
3 Communication Services 23.53%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.65K ﹤0.01%
50
-96,100
27
$4.46K ﹤0.01%
10
28
$3.99K ﹤0.01%
10
29
$3.85K ﹤0.01%
10
30
$3.21K ﹤0.01%
10
31
$3.04K ﹤0.01%
10
32
$2.88K ﹤0.01%
10
33
$2.63K ﹤0.01%
20
34
$2.1K ﹤0.01%
10
35
$2.1K ﹤0.01%
10
36
$1.99K ﹤0.01%
10
37
$1.71K ﹤0.01%
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38
$1.68K ﹤0.01%
40
39
$1.65K ﹤0.01%
10
40
$1.48K ﹤0.01%
10
41
$1.28K ﹤0.01%
10
42
$1.24K ﹤0.01%
10
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$1.23K ﹤0.01%
10
44
$1.17K ﹤0.01%
10
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$1.11K ﹤0.01%
10
46
$1.07K ﹤0.01%
10
47
$1.04K ﹤0.01%
10
-190
48
$1.03K ﹤0.01%
10
49
$1.02K ﹤0.01%
10
50
$930 ﹤0.01%
10