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
$131M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$223K
3
+$216K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.4K
5
KO icon
Coca-Cola
KO
+$12.7K

Top Sells

1
+$435K
2
+$430K
3
+$399K
4
WFM
Whole Foods Market Inc
WFM
+$288K
5
AAPL icon
Apple
AAPL
+$244K

Sector Composition

1 Financials 28.78%
2 Industrials 13.16%
3 Technology 12.74%
4 Consumer Staples 10.67%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$583K 0.44%
11,565
-300
52
$570K 0.43%
7,350
53
$569K 0.43%
19,150
-9,700
54
$522K 0.4%
8,375
-170
55
$505K 0.38%
11,170
56
$504K 0.38%
8,000
57
$496K 0.38%
3,872
58
$475K 0.36%
6,000
59
$463K 0.35%
338
60
$451K 0.34%
13,350
61
$345K 0.26%
1,950
62
$337K 0.26%
2,605
63
$325K 0.25%
6,530
-200
64
$323K 0.25%
10,055
-1,700
65
$319K 0.24%
4,760
-250
66
$319K 0.24%
7,150
67
$317K 0.24%
7,353
-400
68
$316K 0.24%
2,800
69
$309K 0.24%
4,323
70
$305K 0.23%
11,198
71
$266K 0.2%
2,931
-83
72
$241K 0.18%
4,382
73
$223K 0.17%
+5,040
74
$216K 0.16%
+8,000
75
$203K 0.15%
2,300
-650
1 2
3