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
$130M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$26.6K
3
+$19.4K
4
BA icon
Boeing
BA
+$15.6K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.4K

Top Sells

1
+$994K
2
+$965K
3
+$466K
4
MTUS icon
Metallus
MTUS
+$426K
5
HBAN icon
Huntington Bancshares
HBAN
+$389K

Sector Composition

1 Financials 29.94%
2 Industrials 13.45%
3 Technology 11.89%
4 Consumer Staples 10.51%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.25%
26,019
-55
27
$1.6M 1.23%
10,689
-195
28
$1.56M 1.2%
10,877
-1,042
29
$1.54M 1.19%
39,980
+280
30
$1.47M 1.13%
6,328
-705
31
$1.43M 1.1%
13,900
-685
32
$1.41M 1.09%
8,172
-635
33
$1.4M 1.08%
21,451
-465
34
$1.36M 1.05%
54,130
-10,650
35
$1.32M 1.02%
17,616
-359
36
$1.28M 0.99%
35,284
-85
37
$1.27M 0.98%
41,318
-580
38
$1.25M 0.96%
64,141
-9,900
39
$1.23M 0.95%
24,511
-580
40
$1.19M 0.91%
10,335
-199
41
$1.14M 0.88%
20,287
-262
42
$1.03M 0.79%
17,659
-396
43
$1.03M 0.79%
11,089
-1,249
44
$1M 0.77%
11,957
-1,643
45
$997K 0.77%
31,043
46
$987K 0.76%
25,688
+29
47
$983K 0.76%
18,416
-393
48
$981K 0.76%
13,800
-150
49
$887K 0.68%
28,850
-4,875
50
$756K 0.58%
5,638
-675
1
2
3 4