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
326
$42.9K 0.01%
563
+42
327
$42.1K 0.01%
+300
328
$41.8K 0.01%
785
329
$41.8K 0.01%
700
330
$40.8K 0.01%
129
-30
331
$40.6K 0.01%
1,128
332
$39.9K 0.01%
500
333
$39.5K 0.01%
200
334
$39K 0.01%
+240
335
$34.8K ﹤0.01%
300
336
$34.6K ﹤0.01%
200
337
$34.5K ﹤0.01%
490
338
$34.3K ﹤0.01%
300
339
$34.3K ﹤0.01%
862
340
$34.2K ﹤0.01%
180
341
$33.2K ﹤0.01%
2,000
342
$31.9K ﹤0.01%
1,450
343
$31.8K ﹤0.01%
196
-74
344
$30.9K ﹤0.01%
200
345
$30.9K ﹤0.01%
2,850
346
$29.8K ﹤0.01%
823
347
$29.5K ﹤0.01%
707
348
$28.7K ﹤0.01%
1,500
349
$28.5K ﹤0.01%
50
350
$28.1K ﹤0.01%
+100
12 13
14
15 16