CHC
City Holding Co Portfolio holdings
AUM
$764M
1-Year Return
16.2%
This Quarter Return
+9.03%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$535M
AUM Growth
+$30.9M
(+6.1%)
Cap. Flow
-$8.19M
Cap. Flow
% of AUM
-1.53%
Top 10 Holdings %
Top 10 Hldgs %
25.4%
Holding
527
New
8
Increased
73
Reduced
173
Closed
9
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$3.62M |
| 2 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$987K |
| 3 |
Apple
AAPL
|
+$486K |
| 4 |
Deere & Co
DE
|
+$383K |
| 5 |
Eli Lilly
LLY
|
+$372K |
Sector Composition
| 1 | Technology | 12.89% |
| 2 | Financials | 12.63% |
| 3 | Industrials | 10.84% |
| 4 | Healthcare | 9.95% |
| 5 | Consumer Staples | 9.61% |
