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
$223M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.6M
3
+$7.53M
4
ZG icon
Zillow
ZG
+$7.49M
5
DOCN icon
DigitalOcean
DOCN
+$7.27M

Top Sells

1
+$11M
2
+$9.72M
3
+$8.37M
4
GTLB icon
GitLab
GTLB
+$7.97M
5
BILL icon
BILL Holdings
BILL
+$7.85M

Sector Composition

1 Technology 50.46%
2 Consumer Discretionary 24.64%
3 Communication Services 23.53%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250 ﹤0.01%
10
77
$247 ﹤0.01%
10
78
$194 ﹤0.01%
10
79
$178 ﹤0.01%
+10
80
$176 ﹤0.01%
+10
81
$158 ﹤0.01%
+10
82
$155 ﹤0.01%
10
83
$142 ﹤0.01%
10
84
$124 ﹤0.01%
10
85
$113 ﹤0.01%
+10
86
$112 ﹤0.01%
10
87
$111 ﹤0.01%
10
88
$105 ﹤0.01%
10
89
$85 ﹤0.01%
10
90
– –
0
91
$18 ﹤0.01%
10
92
– –
-10
93
– –
-10
94
– –
-10
1 2 3
4