BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+190.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.2M
3
+$11.8M
4
AGX icon
Argan
AGX
+$11.1M
5
CVNA icon
Carvana
CVNA
+$9.02M

Top Sells

1
+$15.5M
2
+$15.3M
3
+$12M
4
VRT icon
Vertiv
VRT
+$11.9M
5
CRDO icon
Credo Technology Group
CRDO
+$11M

Sector Composition

1 Technology 38.58%
2 Consumer Discretionary 19.78%
3 Financials 11.31%
4 Communication Services 10.55%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$841 ﹤0.01%
10
77
$838 ﹤0.01%
10
78
$820 ﹤0.01%
+10
79
$807 ﹤0.01%
+10
80
$771 ﹤0.01%
10
81
$731 ﹤0.01%
10
-203,590
82
$723 ﹤0.01%
10
83
$650 ﹤0.01%
10
84
$615 ﹤0.01%
+10
85
$604 ﹤0.01%
10
86
$523 ﹤0.01%
10
87
$490 ﹤0.01%
10
88
$479 ﹤0.01%
+10
89
$479 ﹤0.01%
10
90
$451 ﹤0.01%
10
91
$374 ﹤0.01%
10
92
$365 ﹤0.01%
10
93
$337 ﹤0.01%
3
94
$298 ﹤0.01%
+10
95
$264 ﹤0.01%
10
96
$247 ﹤0.01%
+10
97
$194 ﹤0.01%
+10
98
$191 ﹤0.01%
+10
99
$184 ﹤0.01%
+10
100
$179 ﹤0.01%
10
-341,760
1 2 3
4
5