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
$117M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.01M
3
+$241K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$214K
5
WFC icon
Wells Fargo
WFC
+$200K

Top Sells

1
+$275K
2
+$253K
3
+$194K
4
HSY icon
Hershey
HSY
+$153K
5
GE icon
GE Aerospace
GE
+$140K

Sector Composition

1 Financials 15.09%
2 Industrials 14.02%
3 Technology 13.86%
4 Consumer Staples 11.43%
5 Energy 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.43%
14,975
-325
27
$1.65M 1.41%
17,529
-200
28
$1.61M 1.38%
79,142
-2,000
29
$1.6M 1.36%
11,968
-323
30
$1.55M 1.33%
18,650
-3,304
31
$1.52M 1.3%
24,330
-725
32
$1.48M 1.27%
10,787
-713
33
$1.44M 1.23%
35,920
-1,075
34
$1.39M 1.19%
207,612
-8,727
35
$1.31M 1.12%
14,860
-1,575
36
$1.28M 1.09%
43,371
-843
37
$1.28M 1.09%
17,201
+825
38
$1.27M 1.08%
34,994
-850
39
$1.21M 1.03%
8,178
-450
40
$1.17M 1%
10,526
-299
41
$1.17M 0.99%
18,400
-600
42
$1.15M 0.98%
25,429
-500
43
$1.14M 0.97%
20,996
44
$1.11M 0.95%
58,749
-2,691
45
$1.03M 0.88%
11,306
-249
46
$1.01M 0.86%
+38,405
47
$977K 0.83%
14,200
48
$962K 0.82%
93,553
-2,300
49
$952K 0.81%
11,150
+2,825
50
$938K 0.8%
15,885
-147
1
2
3 4