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
$114M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$102K
3
+$67.1K
4
VZ icon
Verizon
VZ
+$58.7K
5
WFM
Whole Foods Market Inc
WFM
+$46.3K

Top Sells

1
+$555K
2
+$248K
3
+$109K
4
JNJ icon
Johnson & Johnson
JNJ
+$96.8K
5
HBAN icon
Huntington Bancshares
HBAN
+$83.2K

Sector Composition

1 Industrials 15.77%
2 Financials 15.25%
3 Technology 13.73%
4 Energy 13.23%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.44%
211,392
-2,350
27
$1.55M 1.36%
36,020
+435
28
$1.55M 1.36%
22,239
-626
29
$1.55M 1.35%
18,029
30
$1.49M 1.3%
16,435
-200
31
$1.49M 1.3%
12,480
-108
32
$1.46M 1.28%
25,305
-200
33
$1.34M 1.18%
11,525
-300
34
$1.31M 1.15%
35,825
+875
35
$1.3M 1.14%
16,426
-200
36
$1.27M 1.11%
11,655
-200
37
$1.25M 1.1%
44,530
-422
38
$1.19M 1.04%
19,000
-500
39
$1.17M 1.02%
21,188
-489
40
$1.15M 1.01%
58,254
+3,396
41
$1.11M 0.97%
35,820
42
$1.11M 0.97%
10,775
-150
43
$1.06M 0.93%
26,004
-500
44
$1.03M 0.9%
8,628
-550
45
$1.01M 0.88%
13,965
-400
46
$937K 0.82%
16,055
47
$891K 0.78%
33,370
+397
48
$876K 0.77%
97,241
-3,700
49
$821K 0.72%
16,783
+1,200
50
$778K 0.68%
16,032
-300
1
2
3 4