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
$277M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11.4M
3
+$11.2M
4
DDOG icon
Datadog
DDOG
+$10.1M
5
APP icon
Applovin
APP
+$9M

Top Sells

1
+$19.9M
2
+$16.4M
3
+$12.3M
4
UBER icon
Uber
UBER
+$11M
5
ZG icon
Zillow
ZG
+$9.83M

Sector Composition

1 Technology 59.73%
2 Consumer Discretionary 13.26%
3 Financials 12.05%
4 Communication Services 11.95%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$614 ﹤0.01%
10
77
$603 ﹤0.01%
10
-490
78
$603 ﹤0.01%
10
-154,400
79
$596 ﹤0.01%
13
80
$579 ﹤0.01%
10
81
$564 ﹤0.01%
10
82
$531 ﹤0.01%
10
83
$437 ﹤0.01%
10
84
$372 ﹤0.01%
10
85
$365 ﹤0.01%
10
86
$305 ﹤0.01%
10
-90
87
$168 ﹤0.01%
10
88
$141 ﹤0.01%
+10
89
$133 ﹤0.01%
10
90
$102 ﹤0.01%
10
91
$92 ﹤0.01%
10
92
– –
-10
93
– –
-10
94
– –
-10
1 2 3
4