CHC
City Holding Co Portfolio holdings
AUM
$764M
1-Year Return
16.2%
This Quarter Return
+7.28%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$720M
AUM Growth
+$44M
(+6.5%)
Cap. Flow
+$694K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
469
New
10
Increased
108
Reduced
145
Closed
7
Top Buys
| 1 |
Uber
UBER
|
+$1.75M |
| 2 |
Netflix
NFLX
|
+$1.5M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$997K |
| 4 |
PayPal
PYPL
|
+$919K |
| 5 |
Linde
LIN
|
+$739K |
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF January
PJAN
|
+$1.45M |
| 2 |
Eli Lilly
LLY
|
+$1.37M |
| 3 |
Innovator US Equity Power Buffer ETF September
PSEP
|
+$970K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$962K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$926K |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Financials | 12.58% |
| 3 | Industrials | 9.12% |
| 4 | Healthcare | 8.88% |
| 5 | Consumer Discretionary | 8.83% |
