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
451
$2.28K ﹤0.01%
75
452
$2.18K ﹤0.01%
500
453
$2K ﹤0.01%
35
454
$1.62K ﹤0.01%
15
455
$1.56K ﹤0.01%
157
456
$1.32K ﹤0.01%
57
457
$1.28K ﹤0.01%
48
458
$913 ﹤0.01%
166
459
$890 ﹤0.01%
201
460
$837 ﹤0.01%
20
461
$719 ﹤0.01%
260
-375
462
$691 ﹤0.01%
20
463
$458 ﹤0.01%
25
464
$232 ﹤0.01%
15
465
$100 ﹤0.01%
13
466
$80 ﹤0.01%
69
467
$12 ﹤0.01%
7
468
$9 ﹤0.01%
4
469
– –
-50
470
– –
-50
471
– –
-20
472
– –
-81
473
– –
-55
474
– –
-40
475
– –
-1,070
16 17 18
19
20