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
301
$65.3K 0.01%
105
302
$64.8K 0.01%
555
303
$64K 0.01%
1,720
304
$63.4K 0.01%
388
-60
305
$59.5K 0.01%
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306
$58.5K 0.01%
2,100
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307
$58.4K 0.01%
57
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308
$56.6K 0.01%
1,577
309
$56.3K 0.01%
554
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310
$56K 0.01%
1,355
311
$54K 0.01%
2,100
312
$53.6K 0.01%
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313
$51.7K 0.01%
1,375
-160
314
$51.5K 0.01%
680
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315
$50.3K 0.01%
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316
$49.8K 0.01%
688
317
$49.7K 0.01%
808
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1,300
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2,301
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320
$45.6K 0.01%
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321
$45.4K 0.01%
+400
322
$44.4K 0.01%
1,310
-155
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$44.1K 0.01%
4,117
324
$43.5K 0.01%
185
325
$43.1K 0.01%
960
-865
11 12
13
14 15