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
$132M
AUM Growth
+$364K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$220K
3
+$59.9K
4
GE icon
GE Aerospace
GE
+$44.8K
5
CVX icon
Chevron
CVX
+$40.9K

Top Sells

1
+$285K
2
+$203K
3
+$78.9K
4
AAPL icon
Apple
AAPL
+$76.3K
5
CIVBP
Civista Bancshares, Inc
CIVBP
+$60.8K

Sector Composition

1 Financials 28.84%
2 Industrials 13.54%
3 Technology 12.53%
4 Consumer Staples 10.73%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.56%
16,653
-1,032
52
$564K 0.43%
11,365
-200
53
$559K 0.42%
7,300
-50
54
$536K 0.41%
8,225
-150
55
$531K 0.4%
11,090
-80
56
$520K 0.4%
8,000
57
$505K 0.38%
6,000
58
$496K 0.38%
338
59
$493K 0.37%
3,872
60
$442K 0.34%
11,198
61
$418K 0.32%
13,350
62
$394K 0.3%
2,570
-35
63
$386K 0.29%
1,950
64
$359K 0.27%
7,150
65
$349K 0.27%
10,500
+445
66
$329K 0.25%
2,800
67
$322K 0.24%
4,323
68
$309K 0.23%
6,450
-80
69
$307K 0.23%
7,103
-250
70
$304K 0.23%
4,385
-375
71
$258K 0.2%
5,340
+300
72
$251K 0.19%
2,931
73
$240K 0.18%
8,000
74
$239K 0.18%
4,382
75
– –
-2,300
1 2
3