CHC
City Holding Co Portfolio holdings
AUM
$764M
1-Year Return
16.2%
This Quarter Return
+0.29%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$706M
AUM Growth
-$14.9M
(-2.1%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-1.53%
Top 10 Holdings %
Top 10 Hldgs %
28.08%
Holding
479
New
17
Increased
117
Reduced
150
Closed
11
Top Buys
| 1 |
Palo Alto Networks
PANW
|
+$2.47M |
| 2 |
CrowdStrike
CRWD
|
+$1.45M |
| 3 |
D.R. Horton
DHI
|
+$1.33M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.29M |
| 5 |
Uber
UBER
|
+$1.13M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$3.31M |
| 2 |
Amazon
AMZN
|
+$2.28M |
| 3 |
Walt Disney
DIS
|
+$2.25M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.96M |
| 5 |
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% |
