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
$243M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.2M
3
+$6.27M
4
ZS icon
Zscaler
ZS
+$6.17M
5
BILL icon
BILL Holdings
BILL
+$5.91M

Top Sells

1
+$12.6M
2
+$12.6M
3
+$10.4M
4
DASH icon
DoorDash
DASH
+$9.28M
5
DOCN icon
DigitalOcean
DOCN
+$8.52M

Sector Composition

1 Technology 55.85%
2 Communication Services 18.79%
3 Consumer Discretionary 14.79%
4 Consumer Staples 2.78%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837 ﹤0.01%
10
52
$764 ﹤0.01%
10
-139,940
53
$756 ﹤0.01%
10
54
$716 ﹤0.01%
10
55
$694 ﹤0.01%
10
56
$679 ﹤0.01%
10
57
$667 ﹤0.01%
10
58
$666 ﹤0.01%
10
59
$650 ﹤0.01%
10
60
$640 ﹤0.01%
10
-207,930
61
$636 ﹤0.01%
10
62
$598 ﹤0.01%
10
-149,390
63
$556 ﹤0.01%
10
64
$511 ﹤0.01%
10
65
$503 ﹤0.01%
10
-180,030
66
$434 ﹤0.01%
10
67
$425 ﹤0.01%
10
68
$403 ﹤0.01%
10
69
$401 ﹤0.01%
10
-231,180
70
$395 ﹤0.01%
10
71
$368 ﹤0.01%
10
72
$364 ﹤0.01%
10
73
$273 ﹤0.01%
10
74
$262 ﹤0.01%
10
75
$259 ﹤0.01%
+10
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