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
$204M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$8.19M
3
+$7.67M
4
DASH icon
DoorDash
DASH
+$6.29M
5
MELI icon
Mercado Libre
MELI
+$5.95M

Top Sells

1
+$12.5M
2
+$9.43M
3
+$8.26M
4
CELH icon
Celsius Holdings
CELH
+$7.61M
5
BILL icon
BILL Holdings
BILL
+$7.08M

Sector Composition

1 Technology 54.55%
2 Consumer Discretionary 26.48%
3 Communication Services 10.02%
4 Financials 2.51%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$171 ﹤0.01%
10
77
$164 ﹤0.01%
10
78
$160 ﹤0.01%
10
-315,710
79
$89 ﹤0.01%
10
80
$61 ﹤0.01%
10
81
$26 ﹤0.01%
10
82
– –
0
83
– –
-10
84
– –
-10
85
– –
-10
1 2 3
4