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
$122M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.52M
3
+$893K
4
DD
Du Pont De Nemours E I
DD
+$691K
5
PG icon
Procter & Gamble
PG
+$323K

Top Sells

1
+$299K
2
+$223K
3
+$38.3K
4
HD icon
Home Depot
HD
+$33.4K
5
AAPL icon
Apple
AAPL
+$26.3K

Sector Composition

1 Financials 21.55%
2 Industrials 13.5%
3 Technology 13.45%
4 Consumer Staples 10.8%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$998K 0.82%
92,453
-500
52
$924K 0.76%
13,800
-300
53
$843K 0.69%
31,440
-265
54
$782K 0.64%
16,783
-78
55
$750K 0.61%
6,745
-300
56
$748K 0.61%
12,655
-200
57
$690K 0.57%
9,050
58
$678K 0.56%
6,568
59
$665K 0.55%
13,515
60
$632K 0.52%
33,950
+1,500
61
$598K 0.49%
12,070
-300
62
$557K 0.46%
8,330
63
$524K 0.43%
19,850
-400
64
$515K 0.42%
16,625
+6,050
65
$466K 0.38%
6,000
66
$466K 0.38%
348
67
$465K 0.38%
2,225
68
$452K 0.37%
10,978
69
$418K 0.34%
5,560
70
$380K 0.31%
4,458
-133
71
$376K 0.31%
4,790
72
$371K 0.3%
7,010
73
$360K 0.3%
8,925
-425
74
$358K 0.29%
13,050
-400
75
$323K 0.26%
7,705
1 2
3
4