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
$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
51
$3.85M 0.55%
53,675
+2,331
52
$3.79M 0.54%
31,367
-4,857
53
$3.78M 0.54%
13,043
+10
54
$3.75M 0.53%
22,850
+765
55
$3.72M 0.53%
33,370
-20,250
56
$3.66M 0.52%
86,705
-41,750
57
$3.6M 0.51%
10,231
-1,109
58
$3.5M 0.5%
5,573
-1,417
59
$3.44M 0.49%
26,616
+885
60
$3.33M 0.47%
23,011
-622
61
$3.31M 0.47%
5,644
-102
62
$3.22M 0.46%
15,997
+701
63
$3.02M 0.43%
14,718
+841
64
$3.01M 0.43%
13,628
+718
65
$2.96M 0.42%
79,100
66
$2.93M 0.42%
8,765
-164
67
$2.86M 0.41%
21,778
-74
68
$2.77M 0.39%
10,635
-84
69
$2.77M 0.39%
12,245
+582
70
$2.76M 0.39%
73,625
-275
71
$2.66M 0.38%
150,402
-9,095
72
$2.6M 0.37%
26,253
+917
73
$2.6M 0.37%
28,517
+3,052
74
$2.56M 0.36%
2,873
+654
75
$2.55M 0.36%
42,305
+18,675
1 2
3
4 5