CHC

City Holding Co Portfolio holdings

AUM $813M
1-Year Est. Return 19.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1 +$891K
2 +$782K
3 +$765K
4
V icon
Visa
V
+$717K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$671K

Top Sells

1 +$762K
2 +$361K
3 +$334K
4
RTN
Raytheon Company
RTN
+$223K
5
NVDA icon
NVIDIA
NVDA
+$210K

Sector Composition

1 Technology 16.44%
2 Financials 12.81%
3 Consumer Staples 11.74%
4 Healthcare 11.18%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
5
402
$8K ﹤0.01%
51
403
$8K ﹤0.01%
130
404
$8K ﹤0.01%
100
405
$8K ﹤0.01%
425
-425
406
$8K ﹤0.01%
25
407
$8K ﹤0.01%
650
-120
408
$8K ﹤0.01%
+79
409
$8K ﹤0.01%
+80
410
$8K ﹤0.01%
285
411
$8K ﹤0.01%
200
412
$7K ﹤0.01%
58
413
$7K ﹤0.01%
1,115
414
$7K ﹤0.01%
57
415
$7K ﹤0.01%
700
416
$7K ﹤0.01%
1,000
417
$7K ﹤0.01%
395
418
$7K ﹤0.01%
450
419
$7K ﹤0.01%
214
420
$6K ﹤0.01%
150
421
$6K ﹤0.01%
130
422
$6K ﹤0.01%
74
423
$6K ﹤0.01%
32
424
$6K ﹤0.01%
600
425
$6K ﹤0.01%
335