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
$286M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.64M
3
+$8.49M
4
TSM icon
TSMC
TSM
+$6.88M
5
AVGO icon
Broadcom
AVGO
+$6.82M

Top Sells

1
+$19.3M
2
+$17.3M
3
+$17M
4
MELI icon
Mercado Libre
MELI
+$11.2M
5
AXON icon
Axon Enterprise
AXON
+$10.7M

Sector Composition

1 Technology 54.22%
2 Financials 17.79%
3 Communication Services 16.95%
4 Consumer Discretionary 5.02%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.28K ﹤0.01%
10
-15,760
27
$8.01K ﹤0.01%
10
28
$7.88K ﹤0.01%
10
29
$7.79K ﹤0.01%
10
30
$7.67K ﹤0.01%
10
31
$7.31K ﹤0.01%
10
32
$5.57K ﹤0.01%
10
33
$5.52K ﹤0.01%
10
34
$5.29K ﹤0.01%
+10
35
$5.13K ﹤0.01%
10
36
$5.09K ﹤0.01%
10
37
$4.97K ﹤0.01%
10
38
$4.09K ﹤0.01%
20
39
$4.07K ﹤0.01%
10
40
$3.87K ﹤0.01%
10
41
$3.37K ﹤0.01%
10
-63,220
42
$3.23K ﹤0.01%
10
43
$3.18K ﹤0.01%
10
-63,970
44
$3.14K ﹤0.01%
10
45
$3.08K ﹤0.01%
10
46
$2.79K ﹤0.01%
10
47
$2.43K ﹤0.01%
10
48
$2.21K ﹤0.01%
+10
49
$2.19K ﹤0.01%
10
-5,500
50
$2.19K ﹤0.01%
10
1
2
3 4