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
251
$147K 0.02%
2,813
-700
252
$143K 0.02%
844
-5
253
$141K 0.02%
832
-34
254
$137K 0.02%
4,200
255
$135K 0.02%
4,576
-130
256
$133K 0.02%
628
257
$123K 0.02%
712
258
$121K 0.02%
1,018
259
$119K 0.02%
925
+120
260
$119K 0.02%
2,000
261
$118K 0.02%
1,970
262
$118K 0.02%
14,537
263
$117K 0.02%
351
264
$114K 0.02%
2,186
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265
$114K 0.02%
200
266
$111K 0.02%
2,575
+181
267
$108K 0.02%
900
268
$106K 0.02%
112
269
$106K 0.02%
53
270
$103K 0.01%
2,165
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271
$103K 0.01%
1,460
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272
$97.2K 0.01%
4,963
273
$97.1K 0.01%
3,900
-1,700
274
$96.3K 0.01%
900
-125
275
$95.5K 0.01%
825
9 10
11
12 13