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
$260M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.1M
3
+$7.94M
4
NOW icon
ServiceNow
NOW
+$7.93M
5
OKTA icon
Okta
OKTA
+$7.82M

Top Sells

1
+$19.3M
2
+$19.2M
3
+$15.9M
4
NVDA icon
NVIDIA
NVDA
+$13.5M
5
SNAP icon
Snap
SNAP
+$12.2M

Sector Composition

1 Technology 69.7%
2 Consumer Discretionary 20.58%
3 Communication Services 2.49%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
10
-40,180
52
$1K ﹤0.01%
10
53
$1K ﹤0.01%
+10
54
$1K ﹤0.01%
10
-117,570
55
$1K ﹤0.01%
10
56
$1K ﹤0.01%
10
57
$1K ﹤0.01%
10
-109,090
58
$1K ﹤0.01%
10
59
$1K ﹤0.01%
10
60
$1K ﹤0.01%
10
61
$1K ﹤0.01%
10
62
$1K ﹤0.01%
10
63
$1K ﹤0.01%
10
64
$1K ﹤0.01%
10
65
$1K ﹤0.01%
10
66
$1K ﹤0.01%
10
67
$1K ﹤0.01%
10
68
$1K ﹤0.01%
10
69
$1K ﹤0.01%
10
-79,710
70
$1K ﹤0.01%
10
-90
71
$1K ﹤0.01%
10
-534,530
72
$1K ﹤0.01%
10
73
$1K ﹤0.01%
10
74
$1K ﹤0.01%
10
75
$1K ﹤0.01%
10
1 2
3
4