CHC

City Holding Co Portfolio holdings

AUM $795M
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.45M
3
+$1.33M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.29M
5
UBER icon
Uber
UBER
+$1.13M

Top Sells

1
+$3.31M
2
+$2.28M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.96M
5
AAPL icon
Apple
AAPL
+$1.79M

Sector Composition

1 Technology 15.32%
2 Financials 13.21%
3 Industrials 8.99%
4 Consumer Discretionary 8.72%
5 Healthcare 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$237K 0.03%
3,000
227
$233K 0.03%
4,617
-1,585
228
$230K 0.03%
1,742
-152
229
$229K 0.03%
3,375
-40
230
$222K 0.03%
841
231
$219K 0.03%
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-280
232
$219K 0.03%
3,700
-400
233
$211K 0.03%
4,410
-1,310
234
$199K 0.03%
2,350
235
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3,175
-35
236
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5,000
237
$191K 0.03%
334
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238
$181K 0.03%
2,361
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239
$177K 0.03%
2,248
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240
$177K 0.03%
1,363
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241
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242
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243
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244
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6,921
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245
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246
$163K 0.02%
12,909
247
$160K 0.02%
251
-50
248
$154K 0.02%
641
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249
$153K 0.02%
369
-400
250
$149K 0.02%
520
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10
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