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
$236M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.1M
3
+$11.2M
4
UBER icon
Uber
UBER
+$10.9M
5
VRT icon
Vertiv
VRT
+$10.9M

Top Sells

1
+$16.4M
2
+$14.8M
3
+$14.4M
4
AAPL icon
Apple
AAPL
+$12.9M
5
TTD icon
Trade Desk
TTD
+$12.6M

Sector Composition

1 Technology 59.1%
2 Consumer Discretionary 18.58%
3 Communication Services 14.27%
4 Industrials 5.53%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361 ﹤0.01%
10
77
$324 ﹤0.01%
10
78
$314 ﹤0.01%
10
79
$283 ﹤0.01%
10
80
$234 ﹤0.01%
10
81
$162 ﹤0.01%
10
82
$112 ﹤0.01%
10
83
$93 ﹤0.01%
10
84
$79 ﹤0.01%
10
85
$74 ﹤0.01%
10
86
$20 ﹤0.01%
10
1 2 3
4