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
$114M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$102K
3
+$67.1K
4
VZ icon
Verizon
VZ
+$58.7K
5
WFM
Whole Foods Market Inc
WFM
+$46.3K

Top Sells

1
+$555K
2
+$248K
3
+$109K
4
JNJ icon
Johnson & Johnson
JNJ
+$96.8K
5
HBAN icon
Huntington Bancshares
HBAN
+$83.2K

Sector Composition

1 Industrials 15.77%
2 Financials 15.25%
3 Technology 13.73%
4 Energy 13.23%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.66%
51,266
-150
52
$739K 0.65%
9,650
-300
53
$728K 0.64%
7,014
-148
54
$698K 0.61%
13,305
-300
55
$689K 0.6%
14,350
-200
56
$684K 0.6%
12,855
-750
57
$617K 0.54%
8,630
58
$599K 0.52%
7,395
-50
59
$569K 0.5%
6,000
60
$564K 0.49%
2,538
+457
61
$537K 0.47%
20,400
-100
62
$507K 0.44%
10,443
-1,536
63
$472K 0.41%
358
64
$458K 0.4%
12,178
-300
65
$451K 0.4%
11,875
-200
66
$396K 0.35%
8,730
-250
67
$393K 0.34%
6,375
+100
68
$391K 0.34%
7,010
69
$387K 0.34%
10,025
+1,200
70
$379K 0.33%
9,350
71
$373K 0.33%
2,225
72
$373K 0.33%
4,790
+270
73
$347K 0.3%
13,950
-500
74
$339K 0.3%
2,875
75
$312K 0.27%
5,496
-282
1 2
3
4