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
$124M
AUM Growth
+$894K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$63.7K
3
+$53.9K
4
JOY
Joy Global Inc
JOY
+$31.7K
5
ABT icon
Abbott
ABT
+$27.5K

Top Sells

1
+$2.22M
2
+$460K
3
+$404K
4
AAPL icon
Apple
AAPL
+$337K
5
XOM icon
Exxon Mobil
XOM
+$251K

Sector Composition

1 Financials 22.22%
2 Industrials 14.04%
3 Consumer Staples 12.23%
4 Technology 11.84%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.77%
27,210
-5,610
52
$957K 0.77%
16,055
53
$950K 0.77%
12,537
-198
54
$806K 0.65%
6,313
-225
55
$713K 0.57%
8,500
56
$662K 0.53%
13,180
+250
57
$618K 0.5%
7,930
-400
58
$587K 0.47%
5,849
-545
59
$585K 0.47%
12,165
-400
60
$491K 0.4%
11,740
-300
61
$481K 0.39%
10,578
62
$480K 0.39%
338
-10
63
$453K 0.37%
6,460
-200
64
$431K 0.35%
8,000
65
$425K 0.34%
20,125
+1,500
66
$413K 0.33%
7,700
-125
67
$407K 0.33%
36,500
+950
68
$398K 0.32%
14,650
-5,200
69
$389K 0.31%
13,550
70
$387K 0.31%
4,375
-83
71
$365K 0.29%
6,000
72
$354K 0.29%
3,300
-20,725
73
$324K 0.26%
7,925
-1,000
74
$321K 0.26%
4,648
-75
75
$313K 0.25%
2,605
1 2
3
4