CHC

City Holding Co Portfolio holdings

AUM $813M
1-Year Est. Return 19.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.71M
3
+$1.11M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
VZ icon
Verizon
VZ
+$1.08M

Top Sells

1
+$2.33M
2
+$1.65M
3
+$1.46M
4
WFC icon
Wells Fargo
WFC
+$1.33M
5
BK icon
Bank of New York Mellon
BK
+$1.24M

Sector Composition

1 Technology 15.89%
2 Financials 12.82%
3 Consumer Staples 11.19%
4 Industrials 10.45%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
200
477
$2K ﹤0.01%
+52
478
$2K ﹤0.01%
150
479
$2K ﹤0.01%
115
-280
480
$2K ﹤0.01%
+163
481
$2K ﹤0.01%
10
482
$2K ﹤0.01%
50
483
$2K ﹤0.01%
+93
484
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+166
485
$2K ﹤0.01%
43
486
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25
487
$2K ﹤0.01%
3
488
$2K ﹤0.01%
+119
489
$2K ﹤0.01%
22
490
$1K ﹤0.01%
50
491
$1K ﹤0.01%
12
492
$1K ﹤0.01%
16
493
$1K ﹤0.01%
31
494
$1K ﹤0.01%
15
495
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25
-25
496
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20
497
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38
498
$1K ﹤0.01%
10
499
– –
-200
500
– –
-1,100
18 19
20
21 22