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
$221M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$8.9M
3
+$7.33M
4
ROKU icon
Roku
ROKU
+$7.28M
5
RIVN icon
Rivian
RIVN
+$6.6M

Top Sells

1
+$15.4M
2
+$13.8M
3
+$11.8M
4
TEAM icon
Atlassian
TEAM
+$8.67M
5
UBER icon
Uber
UBER
+$7.4M

Sector Composition

1 Technology 54.29%
2 Consumer Discretionary 23.76%
3 Communication Services 10.57%
4 Financials 8.35%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$178 ﹤0.01%
10
77
$172 ﹤0.01%
10
78
$155 ﹤0.01%
+10
79
$45 ﹤0.01%
10
80
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-10
81
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82
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83
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84
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85
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0
86
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87
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88
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89
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-10
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4