CHC
City Holding Co Portfolio holdings
AUM
$764M
1-Year Return
16.2%
This Quarter Return
-0.7%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$196M
AUM Growth
+$452K
(+0.23%)
Cap. Flow
+$2.7M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
25.06%
Holding
466
New
31
Increased
70
Reduced
77
Closed
8
Top Buys
| 1 |
Gilead Sciences
GILD
|
+$524K |
| 2 |
United Parcel Service
UPS
|
+$307K |
| 3 |
Procter & Gamble
PG
|
+$218K |
| 4 |
Walmart
WMT
|
+$210K |
| 5 |
Johnson & Johnson
JNJ
|
+$210K |
Top Sells
| 1 |
City Holding Co
CHCO
|
+$451K |
| 2 |
CNX Resources
CNX
|
+$252K |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$141K |
| 4 |
Becton Dickinson
BDX
|
+$117K |
| 5 |
Shenandoah Telecom
SHEN
|
+$115K |
Sector Composition
| 1 | Financials | 16.52% |
| 2 | Consumer Staples | 12.72% |
| 3 | Healthcare | 12.49% |
| 4 | Industrials | 11.5% |
| 5 | Technology | 11% |
