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
$286M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.64M
3
+$8.49M
4
TSM icon
TSMC
TSM
+$6.88M
5
AVGO icon
Broadcom
AVGO
+$6.82M

Top Sells

1
+$19.3M
2
+$17.3M
3
+$17M
4
MELI icon
Mercado Libre
MELI
+$11.2M
5
AXON icon
Axon Enterprise
AXON
+$10.7M

Sector Composition

1 Technology 54.22%
2 Financials 17.79%
3 Communication Services 16.95%
4 Consumer Discretionary 5.02%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1K ﹤0.01%
10
52
$2.05K ﹤0.01%
10
53
$2.03K ﹤0.01%
+10
54
$1.94K ﹤0.01%
10
55
$1.83K ﹤0.01%
10
56
$1.76K ﹤0.01%
10
57
$1.62K ﹤0.01%
10
58
$1.59K ﹤0.01%
10
59
$1.34K ﹤0.01%
10
60
$1.32K ﹤0.01%
10
61
$1.23K ﹤0.01%
10
62
$1.23K ﹤0.01%
10
63
$1.15K ﹤0.01%
10
-88,490
64
$1.09K ﹤0.01%
10
65
$1.07K ﹤0.01%
10
66
$1.05K ﹤0.01%
10
67
$1.02K ﹤0.01%
10
68
$1K ﹤0.01%
10
69
$973 ﹤0.01%
10
70
$933 ﹤0.01%
10
71
$904 ﹤0.01%
10
72
$892 ﹤0.01%
10
73
$843 ﹤0.01%
10
74
$842 ﹤0.01%
10
75
$813 ﹤0.01%
10
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3
4