CHC

City Holding Co Portfolio holdings

AUM $764M
1-Year Est. Return 16.2%
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.94M
3
+$1.45M
4
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$1.43M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.26M

Top Sells

1
+$2.16M
2
+$1.5M
3
+$1.15M
4
ACN icon
Accenture
ACN
+$919K
5
AAPL icon
Apple
AAPL
+$887K

Sector Composition

1 Technology 15.06%
2 Financials 12.82%
3 Industrials 9.42%
4 Healthcare 9.19%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.52%
52,954
-2,475
52
$3.16M 0.51%
83,989
+1,149
53
$3.12M 0.5%
20,086
+2,620
54
$3M 0.48%
12,657
-2,885
55
$2.99M 0.48%
14,251
-925
56
$2.98M 0.48%
12,324
+792
57
$2.97M 0.48%
10,325
-251
58
$2.97M 0.48%
15,421
-721
59
$2.91M 0.47%
24,851
-5,339
60
$2.88M 0.46%
24,848
+990
61
$2.85M 0.46%
168,777
-7,235
62
$2.84M 0.46%
54,998
+22,273
63
$2.78M 0.45%
10,155
-190
64
$2.75M 0.44%
23,656
+2,388
65
$2.73M 0.44%
5,149
-19
66
$2.7M 0.43%
20,257
-379
67
$2.68M 0.43%
6,537
+2,622
68
$2.63M 0.42%
5,542
-57
69
$2.6M 0.42%
18,286
+2,767
70
$2.53M 0.41%
10,954
+3,245
71
$2.45M 0.4%
68,895
-5,600
72
$2.42M 0.39%
53,000
+8,000
73
$2.35M 0.38%
71,875
-2,000
74
$2.25M 0.36%
44,618
-1,717
75
$2.23M 0.36%
66,900
1 2
3
4 5