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
$243M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.2M
3
+$6.27M
4
ZS icon
Zscaler
ZS
+$6.17M
5
BILL icon
BILL Holdings
BILL
+$5.91M

Top Sells

1
+$12.6M
2
+$12.6M
3
+$10.4M
4
DASH icon
DoorDash
DASH
+$9.28M
5
DOCN icon
DigitalOcean
DOCN
+$8.52M

Sector Composition

1 Technology 55.85%
2 Communication Services 18.79%
3 Consumer Discretionary 14.79%
4 Consumer Staples 2.78%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257 ﹤0.01%
10
77
$254 ﹤0.01%
10
78
$167 ﹤0.01%
10
79
$166 ﹤0.01%
10
80
$158 ﹤0.01%
10
81
$147 ﹤0.01%
10
82
$118 ﹤0.01%
10
83
$93 ﹤0.01%
10
84
$40 ﹤0.01%
10
85
– –
0
86
– –
-10
87
– –
-10
88
– –
-10
89
– –
-10
90
– –
-10
91
– –
-10
92
– –
-146,150
93
– –
-10
1 2 3
4