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
$132M
AUM Growth
+$364K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$220K
3
+$59.9K
4
GE icon
GE Aerospace
GE
+$44.8K
5
CVX icon
Chevron
CVX
+$40.9K

Top Sells

1
+$285K
2
+$203K
3
+$78.9K
4
AAPL icon
Apple
AAPL
+$76.3K
5
CIVBP
Civista Bancshares, Inc
CIVBP
+$60.8K

Sector Composition

1 Financials 28.84%
2 Industrials 13.54%
3 Technology 12.53%
4 Consumer Staples 10.73%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.33%
16,533
-97
27
$1.72M 1.31%
16,775
-300
28
$1.67M 1.27%
64,316
+500
29
$1.62M 1.23%
6,328
30
$1.58M 1.2%
7,982
-25
31
$1.56M 1.19%
10,928
+151
32
$1.56M 1.19%
17,116
-250
33
$1.53M 1.17%
54,780
+800
34
$1.32M 1%
41,351
+475
35
$1.23M 0.93%
25,285
-53
36
$1.23M 0.93%
9,950
37
$1.22M 0.93%
19,973
38
$1.19M 0.9%
10,765
+326
39
$1.18M 0.9%
56,591
40
$1.17M 0.89%
21,256
+400
41
$1.17M 0.89%
34,714
42
$1.08M 0.82%
10,010
-300
43
$1.07M 0.81%
13,775
-25
44
$1.01M 0.77%
23,008
-53
45
$953K 0.72%
17,102
+4
46
$914K 0.69%
32,094
+662
47
$847K 0.64%
5,518
-120
48
$826K 0.63%
11,198
49
$809K 0.61%
12,292
+910
50
$777K 0.59%
18,450
-700
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