CHC
City Holding Co Portfolio holdings
AUM
$764M
This Quarter Return
+8.39%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$764M
AUM Growth
+$764M
(+7.6%)
Cap. Flow
+$9.9M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
623
New
14
Increased
129
Reduced
172
Closed
138
Top Buys
| 1 |
Amazon
AMZN
|
$1.3M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$980K |
| 3 |
UnitedHealth
UNH
|
$963K |
| 4 |
Palo Alto Networks
PANW
|
$939K |
| 5 |
City Holding Co
CHCO
|
$935K |
Top Sells
| 1 |
Apple
AAPL
|
$3.02M |
| 2 |
Nike
NKE
|
$811K |
| 3 |
BTX
BlackRock Technology and Private Equity Term Trust
BTX
|
$598K |
| 4 |
Danaher
DHR
|
$433K |
| 5 |
Innovator US Equity Power Buffer ETF April
PAPR
|
$407K |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 13.57% |
| 3 | Industrials | 9.24% |
| 4 | Consumer Discretionary | 7.97% |
| 5 | Communication Services | 7.13% |
