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
$204M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$8.19M
3
+$7.67M
4
DASH icon
DoorDash
DASH
+$6.29M
5
MELI icon
Mercado Libre
MELI
+$5.95M

Top Sells

1
+$12.5M
2
+$9.43M
3
+$8.26M
4
CELH icon
Celsius Holdings
CELH
+$7.61M
5
BILL icon
BILL Holdings
BILL
+$7.08M

Sector Composition

1 Technology 54.55%
2 Consumer Discretionary 26.48%
3 Communication Services 10.02%
4 Financials 2.51%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$869 ﹤0.01%
10
52
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53
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54
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55
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56
$587 ﹤0.01%
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57
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59
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66
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10
68
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69
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10
75
$183 ﹤0.01%
10
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4