MHIM

MacNealy Hoover Investment Management Portfolio holdings

AUM $124M
1-Year Est. Return 4.69%
This Quarter Est. Return
1 Year Est. Return
+4.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.46M
3
+$4M
4
JNJ icon
Johnson & Johnson
JNJ
+$4M
5
GE icon
GE Aerospace
GE
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.82%
2 Financials 13.91%
3 Technology 13.04%
4 Energy 12.97%
5 Consumer Staples 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.48%
+19,285
27
$1.53M 1.42%
+26,230
28
$1.51M 1.4%
+16,535
29
$1.42M 1.32%
+216,492
30
$1.39M 1.29%
+18,179
31
$1.32M 1.23%
+45,584
32
$1.32M 1.23%
+35,050
33
$1.31M 1.22%
+12,669
34
$1.29M 1.2%
+31,435
35
$1.24M 1.15%
+16,726
36
$1.22M 1.14%
+55,033
37
$1.2M 1.12%
+19,500
38
$1.15M 1.07%
+10,925
39
$1.14M 1.06%
+11,975
40
$1.06M 0.98%
+22,201
41
$1.06M 0.98%
+9,228
42
$1.03M 0.96%
+26,929
43
$1.02M 0.95%
+11,285
44
$1.02M 0.94%
+105,340
45
$932K 0.87%
+35,920
46
$880K 0.82%
+14,365
47
$873K 0.81%
+16,432
48
$873K 0.81%
+16,055
49
$781K 0.73%
+29,431
50
$730K 0.68%
+13,605
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2
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