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
$131M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$223K
3
+$216K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.4K
5
KO icon
Coca-Cola
KO
+$12.7K

Top Sells

1
+$435K
2
+$430K
3
+$399K
4
WFM
Whole Foods Market Inc
WFM
+$288K
5
AAPL icon
Apple
AAPL
+$244K

Sector Composition

1 Financials 28.78%
2 Industrials 13.16%
3 Technology 12.74%
4 Consumer Staples 10.67%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.28%
40,400
+420
27
$1.66M 1.27%
25,507
-512
28
$1.66M 1.26%
53,980
-150
29
$1.62M 1.24%
63,816
-3,963
30
$1.5M 1.15%
6,328
31
$1.5M 1.14%
8,007
-165
32
$1.46M 1.11%
10,777
-100
33
$1.41M 1.08%
17,366
-250
34
$1.33M 1.01%
40,876
-442
35
$1.25M 0.96%
56,591
-7,550
36
$1.25M 0.95%
34,714
-570
37
$1.21M 0.92%
19,973
-314
38
$1.2M 0.91%
20,856
-595
39
$1.15M 0.88%
23,061
-1,450
40
$1.13M 0.86%
13,800
41
$1.13M 0.86%
25,338
-350
42
$1.12M 0.85%
10,439
+104
43
$1.08M 0.83%
9,950
-3,950
44
$986K 0.75%
31,432
+389
45
$956K 0.73%
10,310
-779
46
$929K 0.71%
17,098
-561
47
$889K 0.68%
11,382
-575
48
$862K 0.66%
17,685
-731
49
$828K 0.63%
5,638
50
$716K 0.55%
11,198
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