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
$139M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.42M
3
+$1.55M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.1M
5
DBD
Diebold Nixdorf Incorporated
DBD
+$876K

Top Sells

1
+$2.73M
2
+$1.43M
3
+$930K
4
WFM
Whole Foods Market Inc
WFM
+$777K
5
RAI
Reynolds American Inc
RAI
+$520K

Sector Composition

1 Financials 26.74%
2 Industrials 13.09%
3 Technology 12.87%
4 Consumer Staples 10.93%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.43%
41,420
+620
27
$1.86M 1.34%
41,281
+3
28
$1.83M 1.32%
16,750
-25
29
$1.81M 1.3%
10,300
-44
30
$1.79M 1.29%
6,228
-100
31
$1.74M 1.25%
62,316
-2,000
32
$1.67M 1.2%
11,054
+126
33
$1.64M 1.18%
16,635
+102
34
$1.63M 1.17%
7,927
-55
35
$1.52M 1.09%
17,041
-75
36
$1.39M 1%
41,140
-211
37
$1.34M 0.97%
25,185
-100
38
$1.32M 0.95%
34,714
39
$1.29M 0.93%
10,767
+2
40
$1.28M 0.92%
73,025
+62,525
41
$1.25M 0.9%
9,950
42
$1.25M 0.89%
9,986
-24
43
$1.24M 0.89%
20,209
+236
44
$1.19M 0.86%
22,956
+1,700
45
$1.13M 0.81%
38,184
+6,090
46
$1.1M 0.79%
17,290
+188
47
$1.1M 0.79%
13,775
48
$1.04M 0.75%
20,858
-2,150
49
$902K 0.65%
5,518
50
$836K 0.6%
16,903
+250
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2
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