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
$250M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.1M
3
+$11.7M
4
DELL icon
Dell
DELL
+$9.99M
5
AVGO icon
Broadcom
AVGO
+$9.38M

Top Sells

1
+$18.2M
2
+$14.5M
3
+$14.1M
4
TSLA icon
Tesla
TSLA
+$13.9M
5
HUBS icon
HubSpot
HUBS
+$11.2M

Sector Composition

1 Technology 40.95%
2 Consumer Discretionary 24.71%
3 Communication Services 20.13%
4 Financials 9.41%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36K ﹤0.01%
10
52
$1.28K ﹤0.01%
+10
53
$1.24K ﹤0.01%
10
-54,680
54
$1.05K ﹤0.01%
10
55
$968 ﹤0.01%
10
-159,740
56
$772 ﹤0.01%
10
-141,330
57
$770 ﹤0.01%
10
-73,580
58
$736 ﹤0.01%
10
59
$709 ﹤0.01%
10
60
$687 ﹤0.01%
10
-108,450
61
$670 ﹤0.01%
10
62
$654 ﹤0.01%
10
63
$652 ﹤0.01%
10
-87,060
64
$612 ﹤0.01%
10
65
$606 ﹤0.01%
+10
66
$583 ﹤0.01%
10
67
$520 ﹤0.01%
10
68
$508 ﹤0.01%
10
69
$495 ﹤0.01%
10
70
$488 ﹤0.01%
10
-114,580
71
$443 ﹤0.01%
10
72
$405 ﹤0.01%
+10
73
$382 ﹤0.01%
10
74
$378 ﹤0.01%
10
75
$373 ﹤0.01%
10
-224,460
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