CHC

City Holding Co Portfolio holdings

AUM $800M
1-Year Est. Return 20.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.71M
3
+$1.11M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
VZ icon
Verizon
VZ
+$1.08M

Top Sells

1
+$2.33M
2
+$1.65M
3
+$1.46M
4
WFC icon
Wells Fargo
WFC
+$1.33M
5
BK icon
Bank of New York Mellon
BK
+$1.24M

Sector Composition

1 Technology 15.89%
2 Financials 12.82%
3 Consumer Staples 11.19%
4 Industrials 10.45%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$36K 0.01%
1,800
302
$35K 0.01%
200
-200
303
$35K 0.01%
880
-7,386
304
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305
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94
306
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125
307
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126
308
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316
309
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433
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310
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204
311
$32K 0.01%
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312
$32K 0.01%
336
313
$31K 0.01%
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314
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315
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3,189
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316
$31K 0.01%
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317
$30K 0.01%
25
318
$29K 0.01%
2,292
319
$29K 0.01%
300
320
$28K 0.01%
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321
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56
322
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200
323
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658
324
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39
325
$28K 0.01%
400
11 12
13
14 15