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
$123M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$305K
3
+$207K
4
CINF icon
Cincinnati Financial
CINF
+$203K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$116K

Top Sells

1
+$90.5K
2
+$54K
3
+$47.1K
4
MSFT icon
Microsoft
MSFT
+$27.6K
5
DD icon
DuPont de Nemours
DD
+$25.4K

Sector Composition

1 Financials 21.63%
2 Industrials 13.82%
3 Technology 13.05%
4 Consumer Staples 11.55%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.28%
27,524
-100
27
$1.56M 1.26%
14,700
+125
28
$1.52M 1.24%
205,267
+1,455
29
$1.48M 1.2%
7,458
30
$1.47M 1.19%
24,805
+500
31
$1.46M 1.19%
39,300
+800
32
$1.24M 1.01%
32,820
-2,400
33
$1.23M 1%
43,860
-316
34
$1.22M 0.99%
73,089
-1,061
35
$1.22M 0.99%
19,050
+3
36
$1.2M 0.97%
29,766
+350
37
$1.2M 0.97%
9,122
38
$1.19M 0.97%
131,062
+33,480
39
$1.13M 0.92%
34,919
40
$1.13M 0.92%
18,175
41
$1.12M 0.91%
14,585
42
$1.12M 0.91%
21,916
+1,100
43
$1.12M 0.91%
53,170
-1,198
44
$1.11M 0.9%
10,531
+1
45
$1.07M 0.87%
19,795
+156
46
$1.06M 0.86%
34,175
+500
47
$1.06M 0.86%
13,950
48
$1.05M 0.85%
25,109
+50
49
$1.05M 0.85%
20,734
-131
50
$1.01M 0.82%
13,725
+400
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