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
$112M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$434K
3
+$214K
4
VZ icon
Verizon
VZ
+$194K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$168K

Top Sells

1
+$2.52M
2
+$250K
3
+$209K
4
WFM
Whole Foods Market Inc
WFM
+$141K
5
HSY icon
Hershey
HSY
+$73.1K

Sector Composition

1 Financials 16.68%
2 Industrials 16%
3 Technology 13.43%
4 Energy 12.44%
5 Healthcare 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.39%
30,204
-525
27
$1.55M 1.39%
22,865
-627
28
$1.55M 1.39%
25,505
-725
29
$1.51M 1.35%
16,635
+100
30
$1.44M 1.29%
18,029
-150
31
$1.44M 1.29%
35,585
+4,150
32
$1.39M 1.24%
12,588
-81
33
$1.37M 1.23%
44,952
-632
34
$1.31M 1.17%
16,626
-100
35
$1.29M 1.15%
11,825
-150
36
$1.18M 1.06%
11,855
+570
37
$1.17M 1.05%
21,677
-524
38
$1.16M 1.04%
34,950
-100
39
$1.14M 1.02%
54,858
-175
40
$1.13M 1.02%
9,178
-50
41
$1.12M 1%
19,500
42
$1.06M 0.95%
10,925
43
$1.02M 0.91%
26,504
-425
44
$942K 0.84%
14,365
45
$932K 0.84%
100,941
+4,700
46
$924K 0.83%
35,820
-100
47
$873K 0.78%
32,973
+3,542
48
$870K 0.78%
16,055
49
$848K 0.76%
16,332
-100
50
$741K 0.66%
15,583
+4,082
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