CHC
City Holding Co Portfolio holdings
AUM $764M
1-Year Return
16.2%
This Quarter Return
-3.4%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$617M
AUM Growth
+$17.9M
(+3%)
Cap. Flow
+$1.15M
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
26.67%
Holding
518
New
7
Increased
74
Reduced
134
Closed
6
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF March
PMAR
|
+$452K |
| 2 |
Costco
COST
|
+$423K |
| 3 |
Amazon
AMZN
|
+$352K |
| 4 |
Advanced Micro Devices
AMD
|
+$348K |
| 5 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$340K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$481K |
| 2 |
Amgen
AMGN
|
+$423K |
| 3 |
Apple
AAPL
|
+$332K |
| 4 |
Microchip Technology
MCHP
|
+$259K |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
+$243K |
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Financials | 11.6% |
| 3 | Industrials | 9.97% |
| 4 | Healthcare | 9.11% |
| 5 | Consumer Staples | 8.56% |
