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
$115M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$115K
3
+$60.1K
4
FCX icon
Freeport-McMoran
FCX
+$20.8K
5
IBM icon
IBM
IBM
+$20K

Top Sells

1
+$200K
2
+$56.8K
3
+$41.8K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$32.2K
5
ABBV icon
AbbVie
ABBV
+$29.3K

Sector Composition

1 Financials 14.99%
2 Technology 14.1%
3 Industrials 13.9%
4 Consumer Staples 11.15%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.41%
27,854
-500
27
$1.62M 1.4%
61,207
+4,350
28
$1.62M 1.4%
14,975
29
$1.6M 1.38%
18,650
30
$1.59M 1.38%
206,703
-909
31
$1.47M 1.28%
24,330
32
$1.47M 1.27%
77,800
-1,342
33
$1.46M 1.27%
35,745
-175
34
$1.44M 1.25%
10,637
-150
35
$1.39M 1.21%
42,106
-1,265
36
$1.32M 1.14%
8,178
37
$1.3M 1.13%
14,860
38
$1.25M 1.09%
18,400
39
$1.19M 1.03%
17,201
40
$1.18M 1.02%
25,429
41
$1.14M 0.99%
20,838
-158
42
$1.09M 0.95%
34,894
-100
43
$1.06M 0.92%
55,768
-2,981
44
$1.05M 0.91%
38,606
+201
45
$1.05M 0.91%
14,100
-100
46
$1.03M 0.89%
92,953
-600
47
$1.02M 0.88%
10,527
+1
48
$1.01M 0.87%
15,638
-247
49
$965K 0.84%
12,057
+751
50
$949K 0.82%
11,375
+225
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3 4