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
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$7.55K
3
+$219
4
BMY icon
Bristol-Myers Squibb
BMY
+$162

Top Sells

1
+$1.08M
2
+$398K
3
+$299K
4
JOY
Joy Global Inc
JOY
+$203K
5
JNJ icon
Johnson & Johnson
JNJ
+$195K

Sector Composition

1 Financials 24.46%
2 Industrials 13.88%
3 Technology 12.45%
4 Consumer Staples 11.46%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$956K 0.77%
33,725
-750
52
$952K 0.77%
31,043
53
$812K 0.65%
6,313
54
$709K 0.57%
8,400
-100
55
$607K 0.49%
13,180
56
$589K 0.47%
7,930
57
$588K 0.47%
5,626
-223
58
$566K 0.46%
11,865
-300
59
$487K 0.39%
338
60
$448K 0.36%
11,740
61
$431K 0.35%
9,828
-750
62
$430K 0.35%
13,550
63
$395K 0.32%
6,160
-300
64
$395K 0.32%
7,700
65
$384K 0.31%
6,000
66
$377K 0.3%
4,209
-166
67
$377K 0.3%
8,000
68
$367K 0.3%
3,300
69
$355K 0.29%
12,800
-7,325
70
$350K 0.28%
32,200
-4,300
71
$301K 0.24%
2,605
72
$292K 0.23%
7,425
-500
73
$291K 0.23%
4,598
-50
74
$272K 0.22%
2,800
75
$244K 0.2%
1,850
1 2
3
4