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
$124M
AUM Growth
+$894K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$63.7K
3
+$53.9K
4
JOY
Joy Global Inc
JOY
+$31.7K
5
ABT icon
Abbott
ABT
+$27.5K

Top Sells

1
+$2.22M
2
+$460K
3
+$404K
4
AAPL icon
Apple
AAPL
+$337K
5
XOM icon
Exxon Mobil
XOM
+$251K

Sector Composition

1 Financials 22.22%
2 Industrials 14.04%
3 Consumer Staples 12.23%
4 Technology 11.84%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.27%
11,972
+1
27
$1.56M 1.26%
15,225
+525
28
$1.56M 1.26%
208,357
+3,090
29
$1.54M 1.24%
24,805
30
$1.46M 1.18%
26,220
-3,350
31
$1.43M 1.15%
42,846
-1,014
32
$1.37M 1.11%
39,700
+400
33
$1.33M 1.07%
18,052
-998
34
$1.28M 1.04%
29,466
-300
35
$1.27M 1.02%
72,139
-950
36
$1.26M 1.01%
9,032
-90
37
$1.18M 0.95%
14,585
38
$1.17M 0.95%
21,916
39
$1.16M 0.93%
18,175
40
$1.15M 0.93%
35,169
+250
41
$1.14M 0.92%
20,734
42
$1.14M 0.92%
10,532
+1
43
$1.1M 0.89%
13,950
44
$1.1M 0.89%
34,475
+300
45
$1.08M 0.87%
13,725
46
$1.08M 0.87%
53,170
47
$1.07M 0.86%
81,741
-1,550
48
$1.05M 0.85%
18,861
-934
49
$1.01M 0.82%
25,809
+700
50
$1.01M 0.82%
31,043
-1,072
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