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
$117M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.01M
3
+$241K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$214K
5
WFC icon
Wells Fargo
WFC
+$200K

Top Sells

1
+$275K
2
+$253K
3
+$194K
4
HSY icon
Hershey
HSY
+$153K
5
GE icon
GE Aerospace
GE
+$140K

Sector Composition

1 Financials 15.09%
2 Industrials 14.02%
3 Technology 13.86%
4 Consumer Staples 11.43%
5 Energy 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$841K 0.72%
16,055
52
$804K 0.69%
31,705
-1,324
53
$789K 0.67%
16,861
+241
54
$745K 0.64%
7,095
55
$739K 0.63%
12,855
-200
56
$732K 0.62%
31,350
-4,375
57
$713K 0.61%
9,050
-600
58
$687K 0.59%
13,415
-550
59
$640K 0.55%
8,330
-400
60
$604K 0.52%
6,568
-272
61
$602K 0.51%
20,250
-150
62
$559K 0.48%
12,255
-600
63
$558K 0.48%
6,000
64
$463K 0.39%
348
-10
65
$431K 0.37%
2,225
66
$425K 0.36%
7,010
67
$423K 0.36%
3,531
-1,619
68
$420K 0.36%
9,350
69
$399K 0.34%
10,978
-1,000
70
$391K 0.33%
7,980
-450
71
$389K 0.33%
4,790
72
$382K 0.33%
13,750
-200
73
$374K 0.32%
10,575
-1,300
74
$297K 0.25%
6,375
75
$290K 0.25%
4,625
-233
1 2
3
4