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
$130M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$69.7K
2
+$69.3K
3
+$54.9K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$29.8K
5
DIS icon
Walt Disney
DIS
+$26.5K

Top Sells

1
+$214K
2
+$191K
3
+$115K
4
ADP icon
Automatic Data Processing
ADP
+$74.5K
5
PG icon
Procter & Gamble
PG
+$59.1K

Sector Composition

1 Financials 25.48%
2 Technology 14.63%
3 Consumer Staples 11.73%
4 Industrials 11.58%
5 Healthcare 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.33%
15,503
+239
27
$1.7M 1.31%
31,654
-150
28
$1.63M 1.26%
9,391
-269
29
$1.55M 1.19%
14,360
-6
30
$1.54M 1.19%
9,650
31
$1.49M 1.15%
5,522
-175
32
$1.45M 1.12%
18,322
-524
33
$1.44M 1.11%
35,725
+468
34
$1.44M 1.11%
10,645
-130
35
$1.43M 1.1%
13,100
-175
36
$1.35M 1.04%
53,540
-1,500
37
$1.24M 0.95%
113,987
-3,200
38
$1.23M 0.95%
7,250
39
$1.21M 0.93%
27,811
+1,261
40
$1.21M 0.93%
10,817
-3
41
$1.15M 0.88%
17,195
-375
42
$1.15M 0.88%
20,072
+1,221
43
$983K 0.76%
62,675
+1,900
44
$946K 0.73%
85,450
+1,200
45
$938K 0.72%
18,836
-1,092
46
$890K 0.69%
4,639
-56
47
$789K 0.61%
13,339
-210
48
$712K 0.55%
14,919
+380
49
$686K 0.53%
28,977
-765
50
$683K 0.53%
14,425
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