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
$138M
AUM Growth
-$677K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$17.5K
3
+$17K
4
IBM icon
IBM
IBM
+$2.93K
5
XOM icon
Exxon Mobil
XOM
+$2.17K

Top Sells

1
+$756K
2
+$523K
3
+$377K
4
DBD
Diebold Nixdorf Incorporated
DBD
+$329K
5
SLB icon
SLB Ltd
SLB
+$297K

Sector Composition

1 Financials 26.8%
2 Technology 13%
3 Industrials 12.81%
4 Consumer Staples 11.23%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.33%
6,003
-225
27
$1.84M 1.33%
21,956
-3,274
28
$1.82M 1.32%
39,763
-1,518
29
$1.82M 1.31%
119,587
-18,913
30
$1.81M 1.31%
59,728
-2,588
31
$1.77M 1.28%
10,780
-274
32
$1.74M 1.25%
16,150
-485
33
$1.57M 1.13%
7,712
-215
34
$1.53M 1.11%
9,718
-268
35
$1.52M 1.1%
32,939
-1,775
36
$1.51M 1.09%
9,650
-300
37
$1.37M 0.99%
24,035
-1,150
38
$1.37M 0.99%
15,341
-1,700
39
$1.32M 0.95%
38,452
-2,688
40
$1.29M 0.93%
68,200
-4,825
41
$1.28M 0.92%
10,718
-49
42
$1.26M 0.91%
19,706
-3,250
43
$1.26M 0.91%
13,550
-225
44
$1.2M 0.86%
73,030
-20,100
45
$1.1M 0.79%
20,008
-850
46
$1.08M 0.78%
20,182
-27
47
$1.08M 0.78%
36,728
-1,456
48
$992K 0.72%
16,194
-1,096
49
$990K 0.72%
5,220
-298
50
$914K 0.66%
11,198
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