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
1
$78.7M 23.9%
421,800
+108,180
2
$23.3M 7.08%
52,400
+52,390
3
$20.9M 6.33%
145,650
-6,990
4
$19.9M 6.04%
27,660
-5,150
5
$16.4M 4.97%
58,620
-29,430
6
$16.2M 4.91%
88,690
-36,790
7
$16.1M 4.9%
59,320
+1,530
8
$16.1M 4.9%
+90,230
9
$15.7M 4.76%
72,990
-29,240
10
$13.2M 4%
39,030
-8,800
11
$13.1M 3.98%
48,470
+48,460
12
$9.58M 2.91%
69,180
+69,170
13
$9.52M 2.89%
126,150
+126,100
14
$8.1M 2.46%
+43,910
15
$5.25M 1.59%
7,150
-12,090
16
$3.26M 0.99%
+103,350
17
$3.2M 0.97%
+61,560
18
$23.4K 0.01%
10
19
$12K ﹤0.01%
100
20
$10.8K ﹤0.01%
10
21
$9.68K ﹤0.01%
10
22
$9.21K ﹤0.01%
10
23
$9.2K ﹤0.01%
50
24
$7.18K ﹤0.01%
10
25
$6.98K ﹤0.01%
10
1
2 3 4 5