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
$122M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.52M
3
+$893K
4
DD
Du Pont De Nemours E I
DD
+$691K
5
PG icon
Procter & Gamble
PG
+$323K

Top Sells

1
+$299K
2
+$223K
3
+$38.3K
4
HD icon
Home Depot
HD
+$33.4K
5
AAPL icon
Apple
AAPL
+$26.3K

Sector Composition

1 Financials 21.55%
2 Industrials 13.5%
3 Technology 13.45%
4 Consumer Staples 10.8%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.4%
43,550
-397
27
$1.64M 1.34%
24,130
-200
28
$1.61M 1.32%
77,250
-550
29
$1.52M 1.25%
14,975
30
$1.5M 1.23%
18,650
31
$1.49M 1.22%
11,807
-53
32
$1.49M 1.22%
206,339
-364
33
$1.47M 1.2%
10,367
-270
34
$1.45M 1.19%
14,985
+125
35
$1.44M 1.18%
35,220
-525
36
$1.33M 1.09%
41,685
-421
37
$1.32M 1.08%
33,425
+100
38
$1.3M 1.06%
8,178
39
$1.29M 1.05%
20,526
+3,325
40
$1.24M 1.02%
18,400
41
$1.23M 1.01%
25,129
-300
42
$1.15M 0.94%
55,068
-700
43
$1.13M 0.93%
20,838
44
$1.12M 0.92%
12,975
+1,600
45
$1.07M 0.88%
12,632
+575
46
$1.06M 0.87%
34,794
-100
47
$1.04M 0.85%
15,641
+3
48
$1.04M 0.85%
16,055
49
$1.02M 0.84%
10,528
+1
50
$1M 0.82%
38,500
-106
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2
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