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
376
$19.3K ﹤0.01%
460
377
$19K ﹤0.01%
196
+15
378
$18.8K ﹤0.01%
302
379
$17.6K ﹤0.01%
635
-950
380
$17.3K ﹤0.01%
2,000
381
$16.5K ﹤0.01%
1,613
382
$16.3K ﹤0.01%
211
383
$16.1K ﹤0.01%
182
384
$16.1K ﹤0.01%
430
385
$15.6K ﹤0.01%
305
-10
386
$15.5K ﹤0.01%
175
387
$15.3K ﹤0.01%
40
388
$14.7K ﹤0.01%
70
389
$14.1K ﹤0.01%
111
390
$13.7K ﹤0.01%
100
391
$13.6K ﹤0.01%
480
-45
392
$13.1K ﹤0.01%
135
393
$13.1K ﹤0.01%
+100
394
$13K ﹤0.01%
270
395
$12.6K ﹤0.01%
165
396
$12.4K ﹤0.01%
108
397
$12.3K ﹤0.01%
300
398
$11.9K ﹤0.01%
2,000
399
$11.8K ﹤0.01%
+120
400
$11.5K ﹤0.01%
500
14 15
16
17 18