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
$123M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$305K
3
+$207K
4
CINF icon
Cincinnati Financial
CINF
+$203K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$116K

Top Sells

1
+$90.5K
2
+$54K
3
+$47.1K
4
MSFT icon
Microsoft
MSFT
+$27.6K
5
DD icon
DuPont de Nemours
DD
+$25.4K

Sector Composition

1 Financials 21.63%
2 Industrials 13.82%
3 Technology 13.05%
4 Consumer Staples 11.55%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$975K 0.79%
12,735
+776
52
$950K 0.77%
32,115
+265
53
$945K 0.77%
16,055
54
$872K 0.71%
6,538
55
$859K 0.7%
83,291
-500
56
$692K 0.56%
12,930
+75
57
$679K 0.55%
8,500
-125
58
$656K 0.53%
6,394
-248
59
$626K 0.51%
8,330
60
$571K 0.46%
12,565
-150
61
$529K 0.43%
19,850
-200
62
$484K 0.39%
12,040
63
$479K 0.39%
348
64
$460K 0.37%
7,425
+1,865
65
$442K 0.36%
6,660
66
$424K 0.34%
10,578
67
$405K 0.33%
7,825
68
$404K 0.33%
4,970
69
$402K 0.33%
8,000
70
$386K 0.31%
13,550
71
$368K 0.3%
6,000
72
$368K 0.3%
35,550
+2,300
73
$365K 0.3%
8,925
74
$350K 0.28%
4,458
75
$327K 0.27%
2,605
-20
1 2
3
4