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
$125M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$32.3K
2
+$18.3K
3
+$13.2K
4
SLB icon
SLB Ltd
SLB
+$6.48K
5
GE icon
GE Aerospace
GE
+$2.78K

Top Sells

1
+$1.9M
2
+$446K
3
+$426K
4
MSFT icon
Microsoft
MSFT
+$411K
5
IBM icon
IBM
IBM
+$357K

Sector Composition

1 Financials 28.34%
2 Technology 13.46%
3 Industrials 11.9%
4 Healthcare 10.6%
5 Consumer Staples 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.42%
9,702
-120
27
$1.73M 1.38%
15,885
-1,975
28
$1.72M 1.37%
10,780
29
$1.71M 1.36%
39,263
-500
30
$1.63M 1.3%
31,234
-1,705
31
$1.59M 1.27%
15,877
-273
32
$1.57M 1.25%
7,112
-600
33
$1.5M 1.2%
9,650
34
$1.44M 1.15%
24,035
35
$1.42M 1.13%
21,999
+43
36
$1.41M 1.13%
9,568
-150
37
$1.28M 1.02%
14,941
-400
38
$1.27M 1.02%
37,787
-665
39
$1.2M 0.96%
13,700
+150
40
$1.16M 0.92%
75,130
+2,100
41
$1.15M 0.92%
67,100
-1,100
42
$1.11M 0.89%
10,616
-102
43
$1.09M 0.87%
18,428
-1,580
44
$1.08M 0.86%
19,501
-205
45
$995K 0.79%
19,134
-1,048
46
$899K 0.72%
5,045
-175
47
$887K 0.71%
14,027
-2,167
48
$815K 0.65%
30,272
-6,456
49
$685K 0.55%
29,991
+800
50
$667K 0.53%
13,940
-2,310
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