CHC
City Holding Co Portfolio holdings
AUM
$764M
1-Year Return
16.2%
This Quarter Return
-3.03%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$504M
AUM Growth
-$26.7M
(-5%)
Cap. Flow
-$6.95M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
26.43%
Holding
539
New
29
Increased
96
Reduced
176
Closed
19
Top Buys
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$1.26M |
| 2 |
Apple
AAPL
|
+$996K |
| 3 |
Microchip Technology
MCHP
|
+$955K |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$917K |
| 5 |
Medtronic
MDT
|
+$860K |
Sector Composition
| 1 | Technology | 13.56% |
| 2 | Financials | 12.16% |
| 3 | Industrials | 9.99% |
| 4 | Healthcare | 9.56% |
| 5 | Consumer Staples | 9.38% |
