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
$136M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$299K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$98.5K
5
UPS icon
United Parcel Service
UPS
+$61.4K

Top Sells

1
+$7.08M
2
+$71.5K
3
+$64.4K
4
PFE icon
Pfizer
PFE
+$48.4K
5
FMNB icon
Farmers National Banc Corp
FMNB
+$46.5K

Sector Composition

1 Financials 27.63%
2 Technology 14.84%
3 Industrials 11.12%
4 Healthcare 11.03%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.33%
39,071
-196
27
$1.76M 1.29%
24,035
28
$1.76M 1.29%
118,137
-100
29
$1.75M 1.29%
9,959
+257
30
$1.73M 1.27%
15,490
-395
31
$1.59M 1.17%
57,028
-1,000
32
$1.54M 1.13%
13,375
-325
33
$1.53M 1.12%
36,628
-1,159
34
$1.52M 1.12%
14,891
-50
35
$1.48M 1.09%
31,354
+220
36
$1.46M 1.07%
9,569
+1
37
$1.45M 1.07%
7,100
38
$1.45M 1.07%
9,650
39
$1.43M 1.05%
19,851
40
$1.42M 1.04%
65,750
-200
41
$1.4M 1.03%
18,053
-300
42
$1.31M 0.96%
11,218
+526
43
$1.28M 0.94%
18,977
44
$1.21M 0.89%
22,347
-707
45
$1.01M 0.74%
4,870
-25
46
$896K 0.66%
14,435
+4
47
$747K 0.55%
13,980
+40
48
$744K 0.55%
29,345
-927
49
$641K 0.47%
6,400
50
$630K 0.46%
12,950
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