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
276
$92.4K 0.01%
5,130
-5,168
277
$90.6K 0.01%
3,108
-2,755
278
$87.3K 0.01%
+1,328
279
$86.2K 0.01%
690
280
$85.1K 0.01%
200
281
$85K 0.01%
940
282
$80.8K 0.01%
561
+311
283
$80.5K 0.01%
2,566
284
$78.2K 0.01%
770
285
$77.1K 0.01%
612
286
$76.3K 0.01%
186
287
$73.7K 0.01%
222
-28
288
$71.5K 0.01%
1,297
-210
289
$71.2K 0.01%
400
290
$70.6K 0.01%
294
291
$70.3K 0.01%
8,000
292
$70.3K 0.01%
908
+200
293
$69.5K 0.01%
818
+65
294
$67.7K 0.01%
699
-58
295
$67.1K 0.01%
1,000
+200
296
$66.7K 0.01%
960
297
$65.8K 0.01%
126
298
$65.7K 0.01%
2,399
+1,834
299
$65.7K 0.01%
259
300
$65.7K 0.01%
1,074
10 11
12
13 14