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
401
$11.4K ﹤0.01%
230
402
$11.3K ﹤0.01%
1,435
403
$11.2K ﹤0.01%
199
404
$10.8K ﹤0.01%
150
405
$10.5K ﹤0.01%
947
-139
406
$10.5K ﹤0.01%
125
+50
407
$10.2K ﹤0.01%
12
408
$9.93K ﹤0.01%
300
-35
409
$9.87K ﹤0.01%
50
410
$9.25K ﹤0.01%
200
411
$8.76K ﹤0.01%
170
412
$8.69K ﹤0.01%
114
413
$8.49K ﹤0.01%
250
414
$8.16K ﹤0.01%
+250
415
$7.87K ﹤0.01%
380
416
$7.67K ﹤0.01%
175
417
$7.63K ﹤0.01%
487
418
$7.6K ﹤0.01%
+270
419
$7.56K ﹤0.01%
506
420
$7.4K ﹤0.01%
100
421
$7.32K ﹤0.01%
32
422
$7.07K ﹤0.01%
1,875
423
$6.31K ﹤0.01%
75
424
$6.2K ﹤0.01%
45
425
$6.18K ﹤0.01%
1,205
15 16
17
18 19