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
$531M
AUM Growth
-$85.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.46M
3
+$449K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$443K
5
META icon
Meta Platforms (Facebook)
META
+$439K

Top Sells

1
+$1.36M
2
+$1.17M
3
+$748K
4
T icon
AT&T
T
+$695K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$633K

Sector Composition

1 Technology 13.94%
2 Financials 11.69%
3 Healthcare 10.09%
4 Industrials 9.84%
5 Consumer Staples 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K ﹤0.01%
545
352
$25K ﹤0.01%
2,681
+681
353
$25K ﹤0.01%
3,492
354
$25K ﹤0.01%
100
355
$24K ﹤0.01%
823
356
$24K ﹤0.01%
180
357
$23K ﹤0.01%
400
358
$22K ﹤0.01%
905
359
$22K ﹤0.01%
2,000
360
$22K ﹤0.01%
640
361
$22K ﹤0.01%
94
362
$22K ﹤0.01%
300
363
$21K ﹤0.01%
2,000
364
$21K ﹤0.01%
53
365
$21K ﹤0.01%
300
366
$21K ﹤0.01%
1,969
-325
367
$21K ﹤0.01%
1,200
368
$21K ﹤0.01%
44
369
$20K ﹤0.01%
487
370
$20K ﹤0.01%
1,260
371
$20K ﹤0.01%
+261
372
$20K ﹤0.01%
450
373
$19K ﹤0.01%
86
374
$19K ﹤0.01%
1,000
375
$18K ﹤0.01%
3,030
13 14
15
16 17