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
$286M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.64M
3
+$8.49M
4
TSM icon
TSMC
TSM
+$6.88M
5
AVGO icon
Broadcom
AVGO
+$6.82M

Top Sells

1
+$19.3M
2
+$17.3M
3
+$17M
4
MELI icon
Mercado Libre
MELI
+$11.2M
5
AXON icon
Axon Enterprise
AXON
+$10.7M

Sector Composition

1 Technology 54.22%
2 Financials 17.79%
3 Communication Services 16.95%
4 Consumer Discretionary 5.02%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$774 ﹤0.01%
10
77
$720 ﹤0.01%
10
78
$701 ﹤0.01%
10
79
$690 ﹤0.01%
10
80
$684 ﹤0.01%
10
-104,270
81
$679 ﹤0.01%
10
82
$640 ﹤0.01%
10
83
$612 ﹤0.01%
10
84
$576 ﹤0.01%
10
85
$562 ﹤0.01%
10
86
$560 ﹤0.01%
+10
87
$490 ﹤0.01%
10
88
$451 ﹤0.01%
10
89
$443 ﹤0.01%
10
90
$429 ﹤0.01%
10
91
$398 ﹤0.01%
10
92
$182 ﹤0.01%
10
93
$137 ﹤0.01%
10
94
$136 ﹤0.01%
3
95
$110 ﹤0.01%
10
96
$89 ﹤0.01%
10
97
$52 ﹤0.01%
10
-1,527,510
1 2 3
4