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
$209M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.3M
3
+$10.9M
4
DASH icon
DoorDash
DASH
+$10.7M
5
MELI icon
Mercado Libre
MELI
+$9.55M

Top Sells

1
+$16.1M
2
+$15.2M
3
+$11.2M
4
DDOG icon
Datadog
DDOG
+$9.24M
5
CRWD icon
CrowdStrike
CRWD
+$9.04M

Sector Composition

1 Technology 42.29%
2 Consumer Discretionary 27.33%
3 Communication Services 14.63%
4 Financials 11.77%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$543 ﹤0.01%
10
77
$502 ﹤0.01%
10
78
$470 ﹤0.01%
10
79
$468 ﹤0.01%
10
80
$443 ﹤0.01%
10
81
$404 ﹤0.01%
10
-3
82
$402 ﹤0.01%
10
-120,400
83
$383 ﹤0.01%
10
84
$342 ﹤0.01%
10
85
$332 ﹤0.01%
10
86
$332 ﹤0.01%
10
87
$143 ﹤0.01%
+3
88
$125 ﹤0.01%
10
89
$116 ﹤0.01%
10
-620,800
90
$74 ﹤0.01%
+10
91
$72 ﹤0.01%
10
92
$67 ﹤0.01%
10
93
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-10
94
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95
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-10
96
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-10
97
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-10
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4