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
1
$49.5M 17.33%
313,620
+44,600
2
$20M 7%
102,230
-9,390
3
$19.9M 6.98%
88,050
+37,130
4
$17.1M 5.98%
125,480
+2,250
5
$16.8M 5.86%
47,830
+47,820
6
$14.3M 5%
152,640
-287,440
7
$14.2M 4.98%
57,790
+780
8
$14.2M 4.97%
19,240
+1,230
9
$14.1M 4.92%
203,600
+64,080
10
$11.5M 4.02%
32,810
-5,840
11
$11.5M 4.01%
130,380
-10,970
12
$11.4M 3.99%
88,860
+88,850
13
$11.3M 3.95%
74,930
+74,920
14
$8.66M 3.03%
31,410
+31,400
15
$8.57M 3%
38,280
+31,120
16
$8.55M 2.99%
21,140
-6,580
17
$8.36M 2.92%
90,240
+90,230
18
$8.3M 2.9%
58,500
+58,490
19
$5.83M 2.04%
341,770
+341,760
20
$5.72M 2%
+31,550
21
$57.9K 0.02%
10
22
$26.1K 0.01%
10
-4,810
23
$13.4K ﹤0.01%
100
24
$10.3K ﹤0.01%
50
25
$8.96K ﹤0.01%
10
1
2 3 4