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
$250M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.1M
3
+$11.7M
4
DELL icon
Dell
DELL
+$9.99M
5
AVGO icon
Broadcom
AVGO
+$9.38M

Top Sells

1
+$18.2M
2
+$14.5M
3
+$14.1M
4
TSLA icon
Tesla
TSLA
+$13.9M
5
HUBS icon
HubSpot
HUBS
+$11.2M

Sector Composition

1 Technology 40.95%
2 Consumer Discretionary 24.71%
3 Communication Services 20.13%
4 Financials 9.41%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347 ﹤0.01%
10
77
$271 ﹤0.01%
10
78
$270 ﹤0.01%
10
79
$267 ﹤0.01%
10
80
$230 ﹤0.01%
10
81
$227 ﹤0.01%
10
82
$226 ﹤0.01%
10
83
$212 ﹤0.01%
+10
84
$122 ﹤0.01%
10
85
$110 ﹤0.01%
10
-351,150
86
$73 ﹤0.01%
+10
87
$30 ﹤0.01%
10
88
– –
-10
89
– –
-10
90
– –
-10
1 2 3
4