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
426
$6.08K ﹤0.01%
25
427
$5.96K ﹤0.01%
105
428
$5.86K ﹤0.01%
185
429
$5.62K ﹤0.01%
75
-1,255
430
$5.33K ﹤0.01%
+250
431
$5.3K ﹤0.01%
5
432
$5.13K ﹤0.01%
245
433
$5.04K ﹤0.01%
14
434
$4.94K ﹤0.01%
189
435
$4.92K ﹤0.01%
225
436
$4.88K ﹤0.01%
555
-285
437
$4.41K ﹤0.01%
84
438
$4.05K ﹤0.01%
50
439
$3.77K ﹤0.01%
150
440
$3.66K ﹤0.01%
40
-110
441
$3.4K ﹤0.01%
2
442
$3K ﹤0.01%
150
443
$2.92K ﹤0.01%
34
444
$2.9K ﹤0.01%
350
445
$2.87K ﹤0.01%
24
446
$2.76K ﹤0.01%
+20
447
$2.65K ﹤0.01%
90
448
$2.47K ﹤0.01%
+48
449
$2.39K ﹤0.01%
25
450
$2.3K ﹤0.01%
7
-30
16 17
18
19 20