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
$236M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.1M
3
+$11.2M
4
UBER icon
Uber
UBER
+$10.9M
5
VRT icon
Vertiv
VRT
+$10.9M

Top Sells

1
+$16.4M
2
+$14.8M
3
+$14.4M
4
AAPL icon
Apple
AAPL
+$12.9M
5
TTD icon
Trade Desk
TTD
+$12.6M

Sector Composition

1 Technology 59.1%
2 Consumer Discretionary 18.58%
3 Communication Services 14.27%
4 Industrials 5.53%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31K ﹤0.01%
10
52
$1.27K ﹤0.01%
10
53
$1.24K ﹤0.01%
10
54
$1.24K ﹤0.01%
10
55
$1.19K ﹤0.01%
10
56
$1.19K ﹤0.01%
10
-34,750
57
$1.19K ﹤0.01%
10
58
$1.15K ﹤0.01%
10
59
$1.15K ﹤0.01%
10
60
$1.1K ﹤0.01%
10
-125,830
61
$1.04K ﹤0.01%
10
-56,250
62
$889 ﹤0.01%
10
-85,810
63
$809 ﹤0.01%
10
-179,540
64
$747 ﹤0.01%
10
65
$743 ﹤0.01%
10
66
$726 ﹤0.01%
10
67
$721 ﹤0.01%
10
68
$683 ﹤0.01%
13
-130,686
69
$671 ﹤0.01%
10
70
$515 ﹤0.01%
10
71
$502 ﹤0.01%
10
-115,740
72
$481 ﹤0.01%
10
73
$443 ﹤0.01%
10
74
$392 ﹤0.01%
10
75
$372 ﹤0.01%
10
-247,330
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4