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
$119M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$353K
3
+$234K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
VZ icon
Verizon
VZ
+$132K

Top Sells

1
+$184K
2
+$72.8K
3
+$48.1K
4
NOC icon
Northrop Grumman
NOC
+$47.2K
5
POT
Potash Corp Of Saskatchewan
POT
+$42K

Sector Composition

1 Financials 22.33%
2 Industrials 13.3%
3 Technology 13.03%
4 Consumer Staples 11.58%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.33%
18,650
27
$1.49M 1.25%
74,150
-1,250
28
$1.48M 1.24%
203,812
-2,800
29
$1.46M 1.23%
38,500
30
$1.42M 1.19%
11,809
+2
31
$1.41M 1.18%
7,458
-250
32
$1.4M 1.18%
14,575
-300
33
$1.37M 1.15%
29,416
34
$1.35M 1.14%
44,176
+2,491
35
$1.31M 1.1%
19,047
+3,404
36
$1.25M 1.05%
9,122
-350
37
$1.2M 1.01%
34,919
38
$1.15M 0.97%
35,220
39
$1.13M 0.95%
33,675
+100
40
$1.13M 0.95%
25,059
-150
41
$1.11M 0.93%
14,585
-400
42
$1.07M 0.9%
83,791
-1,000
43
$1.06M 0.89%
13,950
+150
44
$1.05M 0.88%
20,865
+105
45
$1.04M 0.87%
20,816
+200
46
$1.01M 0.85%
54,368
47
$1.01M 0.85%
10,530
+1
48
$1M 0.84%
18,175
-225
49
$929K 0.78%
13,325
-150
50
$908K 0.76%
19,639
+2,856
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