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
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$7.55K
3
+$219
4
BMY icon
Bristol-Myers Squibb
BMY
+$162

Top Sells

1
+$1.08M
2
+$398K
3
+$299K
4
JOY
Joy Global Inc
JOY
+$203K
5
JNJ icon
Johnson & Johnson
JNJ
+$195K

Sector Composition

1 Financials 24.46%
2 Industrials 13.88%
3 Technology 12.45%
4 Consumer Staples 11.46%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.29%
10,884
-2,033
27
$1.58M 1.27%
203,834
-4,523
28
$1.54M 1.24%
39,700
29
$1.52M 1.22%
16,359
-250
30
$1.5M 1.21%
7,033
-325
31
$1.5M 1.21%
21,916
32
$1.49M 1.2%
25,270
-950
33
$1.45M 1.17%
70,844
-1,295
34
$1.37M 1.1%
8,807
-225
35
$1.35M 1.08%
41,898
-948
36
$1.33M 1.07%
35,369
+200
37
$1.25M 1%
14,585
38
$1.22M 0.98%
20,549
-185
39
$1.22M 0.98%
17,975
-200
40
$1.15M 0.93%
10,534
+2
41
$1.09M 0.88%
12,338
-199
42
$1.09M 0.88%
25,091
-4,375
43
$1.08M 0.87%
25,659
-150
44
$1.07M 0.86%
13,600
-125
45
$1.05M 0.84%
74,041
-7,700
46
$1.05M 0.84%
16,055
47
$1.01M 0.81%
13,950
48
$994K 0.8%
26,410
-800
49
$978K 0.79%
18,809
-52
50
$973K 0.78%
18,055
+3
1
2
3 4