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
$130M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$26.6K
3
+$19.4K
4
BA icon
Boeing
BA
+$15.6K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.4K

Top Sells

1
+$994K
2
+$965K
3
+$466K
4
MTUS icon
Metallus
MTUS
+$426K
5
HBAN icon
Huntington Bancshares
HBAN
+$389K

Sector Composition

1 Financials 29.94%
2 Industrials 13.45%
3 Technology 11.89%
4 Consumer Staples 10.51%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$709K 0.55%
11,198
-4,857
52
$605K 0.47%
11,865
53
$563K 0.43%
7,350
-580
54
$493K 0.38%
8,545
-16,725
55
$478K 0.37%
338
56
$452K 0.35%
11,170
-570
57
$448K 0.34%
8,000
58
$447K 0.34%
3,872
-1,754
59
$444K 0.34%
6,000
60
$426K 0.33%
11,755
-1,425
61
$403K 0.31%
13,350
-200
62
$344K 0.26%
7,753
-2,075
63
$331K 0.25%
6,730
-970
64
$317K 0.24%
2,605
65
$315K 0.24%
5,010
-1,150
66
$304K 0.23%
1,950
+100
67
$292K 0.22%
4,323
-275
68
$292K 0.22%
+11,198
69
$275K 0.21%
7,150
-275
70
$263K 0.2%
3,014
-1,195
71
$256K 0.2%
2,800
72
$252K 0.19%
2,950
-5,450
73
$236K 0.18%
4,382
74
– –
-32,200
75
– –
-1,275
1 2
3
4