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
$260M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.1M
3
+$7.94M
4
NOW icon
ServiceNow
NOW
+$7.93M
5
OKTA icon
Okta
OKTA
+$7.82M

Top Sells

1
+$19.3M
2
+$19.2M
3
+$15.9M
4
NVDA icon
NVIDIA
NVDA
+$13.5M
5
SNAP icon
Snap
SNAP
+$12.2M

Sector Composition

1 Technology 69.7%
2 Consumer Discretionary 20.58%
3 Communication Services 2.49%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
10
77
$1K ﹤0.01%
10
-86,480
78
$1K ﹤0.01%
10
79
$1K ﹤0.01%
10
80
$1K ﹤0.01%
10
81
$1K ﹤0.01%
10
82
$1K ﹤0.01%
10
-124,680
83
$1K ﹤0.01%
10
84
– –
0
85
– –
-10
86
– –
-10
87
– –
-100
88
– –
-10
89
– –
-10
90
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-10
91
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-10
92
– –
-10
93
– –
-10
1 2 3
4