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
$119M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$353K
3
+$234K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
VZ icon
Verizon
VZ
+$132K

Top Sells

1
+$184K
2
+$72.8K
3
+$48.1K
4
NOC icon
Northrop Grumman
NOC
+$47.2K
5
POT
Potash Corp Of Saskatchewan
POT
+$42K

Sector Composition

1 Financials 22.33%
2 Industrials 13.3%
3 Technology 13.03%
4 Consumer Staples 11.58%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$865K 0.73%
6,538
-113
52
$844K 0.71%
12,855
+200
53
$843K 0.71%
16,055
54
$828K 0.7%
31,850
+410
55
$817K 0.69%
97,582
-8,700
56
$813K 0.68%
11,959
-299
57
$690K 0.58%
6,642
+74
58
$635K 0.53%
8,625
59
$572K 0.48%
12,715
-600
60
$563K 0.47%
8,330
61
$515K 0.43%
20,050
+350
62
$514K 0.43%
12,040
-150
63
$475K 0.4%
348
64
$474K 0.4%
10,578
-200
65
$417K 0.35%
6,000
66
$388K 0.33%
6,660
67
$386K 0.32%
4,970
68
$369K 0.31%
8,000
69
$368K 0.31%
13,550
70
$366K 0.31%
7,825
71
$347K 0.29%
1,925
72
$335K 0.28%
5,560
73
$326K 0.27%
8,925
74
$324K 0.27%
4,458
75
$310K 0.26%
2,625
-25
1 2
3
4