BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+190.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.2M
3
+$11.8M
4
AGX icon
Argan
AGX
+$11.1M
5
CVNA icon
Carvana
CVNA
+$9.02M

Top Sells

1
+$15.5M
2
+$15.3M
3
+$12M
4
VRT icon
Vertiv
VRT
+$11.9M
5
CRDO icon
Credo Technology Group
CRDO
+$11M

Sector Composition

1 Technology 38.58%
2 Consumer Discretionary 19.78%
3 Financials 11.31%
4 Communication Services 10.55%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.83K ﹤0.01%
10
27
$6.15K ﹤0.01%
10
28
$6K ﹤0.01%
10
29
$5.18K ﹤0.01%
10
30
$4.9K ﹤0.01%
10
31
$4.83K ﹤0.01%
10
32
$4.68K ﹤0.01%
10
33
$4.25K ﹤0.01%
+10
34
$4.07K ﹤0.01%
20
35
$3.3K ﹤0.01%
10
-31,400
36
$3.29K ﹤0.01%
10
37
$3.26K ﹤0.01%
10
38
$3.22K ﹤0.01%
10
-21,130
39
$3.1K ﹤0.01%
10
40
$3.01K ﹤0.01%
+10
41
$3K ﹤0.01%
10
42
$2.81K ﹤0.01%
10
43
$2.58K ﹤0.01%
10
44
$2.55K ﹤0.01%
10
45
$2.46K ﹤0.01%
+10
46
$2.43K ﹤0.01%
10
47
$2.3K ﹤0.01%
10
-74,920
48
$2.26K ﹤0.01%
10
-38,270
49
$2.2K ﹤0.01%
10
50
$2.05K ﹤0.01%
10
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