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
$115M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$115K
3
+$60.1K
4
FCX icon
Freeport-McMoran
FCX
+$20.8K
5
IBM icon
IBM
IBM
+$20K

Top Sells

1
+$200K
2
+$56.8K
3
+$41.8K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$32.2K
5
ABBV icon
AbbVie
ABBV
+$29.3K

Sector Composition

1 Financials 14.99%
2 Technology 14.1%
3 Industrials 13.9%
4 Consumer Staples 11.15%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$909K 0.79%
16,055
52
$820K 0.71%
16,861
53
$801K 0.69%
7,045
-50
54
$801K 0.69%
12,855
55
$782K 0.68%
31,705
56
$708K 0.61%
9,050
57
$671K 0.58%
13,515
+100
58
$636K 0.55%
6,568
59
$615K 0.53%
32,450
+1,100
60
$612K 0.53%
12,370
+115
61
$590K 0.51%
8,330
62
$518K 0.45%
20,250
63
$470K 0.41%
348
64
$469K 0.41%
6,000
65
$431K 0.37%
+5,560
66
$418K 0.36%
2,225
67
$403K 0.35%
9,350
68
$400K 0.35%
4,591
-34
69
$396K 0.34%
10,978
70
$394K 0.34%
7,010
71
$385K 0.33%
4,790
72
$370K 0.32%
13,450
-300
73
$342K 0.3%
7,705
-275
74
$341K 0.3%
10,575
75
$299K 0.26%
3,550
+19
1 2
3
4