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
$112M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$434K
3
+$214K
4
VZ icon
Verizon
VZ
+$194K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$168K

Top Sells

1
+$2.52M
2
+$250K
3
+$209K
4
WFM
Whole Foods Market Inc
WFM
+$141K
5
HSY icon
Hershey
HSY
+$73.1K

Sector Composition

1 Financials 16.68%
2 Industrials 16%
3 Technology 13.43%
4 Energy 12.44%
5 Healthcare 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$732K 0.66%
9,950
+125
52
$719K 0.64%
13,605
-600
53
$711K 0.64%
14,550
-100
54
$711K 0.64%
13,605
55
$702K 0.63%
7,162
-285
56
$676K 0.61%
51,416
+2,850
57
$613K 0.55%
8,630
58
$589K 0.53%
7,445
59
$562K 0.5%
20,500
60
$555K 0.5%
41,410
-1,553
61
$540K 0.48%
6,000
62
$504K 0.45%
11,979
-280
63
$465K 0.42%
358
64
$448K 0.4%
8,825
-2,775
65
$439K 0.39%
2,081
+781
66
$438K 0.39%
12,075
+1,875
67
$431K 0.39%
12,478
-200
68
$394K 0.35%
8,980
+100
69
$383K 0.34%
9,350
70
$365K 0.33%
2,225
71
$364K 0.33%
6,275
+175
72
$355K 0.32%
7,010
73
$340K 0.3%
4,520
74
$324K 0.29%
14,450
-1,600
75
$312K 0.28%
8,475
-6,784
1 2
3
4