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
51
$1K ﹤0.01%
10
-72,400
52
$1K ﹤0.01%
10
53
$1K ﹤0.01%
10
54
$1K ﹤0.01%
10
55
$1K ﹤0.01%
10
56
$1K ﹤0.01%
10
-78,590
57
$1K ﹤0.01%
10
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
-121,100
63
$1K ﹤0.01%
10
-96,200
64
$1K ﹤0.01%
10
65
$1K ﹤0.01%
10
66
$0 ﹤0.01%
10
67
$0 ﹤0.01%
10
68
$0 ﹤0.01%
10
69
$0 ﹤0.01%
10
70
$0 ﹤0.01%
10
71
$0 ﹤0.01%
10
72
$0 ﹤0.01%
10
73
$0 ﹤0.01%
10
74
$0 ﹤0.01%
10
75
$0 ﹤0.01%
10
-339,410
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