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
351
$27.7K ﹤0.01%
300
352
$27.4K ﹤0.01%
99
353
$27K ﹤0.01%
400
354
$26.7K ﹤0.01%
300
-30
355
$26.4K ﹤0.01%
500
356
$26.1K ﹤0.01%
536
357
$25.9K ﹤0.01%
488
+238
358
$25.8K ﹤0.01%
700
359
$25.3K ﹤0.01%
490
360
$25.3K ﹤0.01%
450
361
$25.3K ﹤0.01%
225
362
$24.1K ﹤0.01%
875
363
$24.1K ﹤0.01%
500
364
$23.9K ﹤0.01%
150
365
$23.6K ﹤0.01%
200
366
$23.5K ﹤0.01%
1,000
367
$23K ﹤0.01%
80
368
$23K ﹤0.01%
960
369
$22.3K ﹤0.01%
65
370
$22.1K ﹤0.01%
1,700
-325
371
$21.9K ﹤0.01%
525
372
$21.2K ﹤0.01%
2,011
-221
373
$21.1K ﹤0.01%
869
374
$21K ﹤0.01%
95
375
$20.7K ﹤0.01%
2,090