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
$138M
AUM Growth
-$677K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$17.5K
3
+$17K
4
IBM icon
IBM
IBM
+$2.93K
5
XOM icon
Exxon Mobil
XOM
+$2.17K

Top Sells

1
+$756K
2
+$523K
3
+$377K
4
DBD
Diebold Nixdorf Incorporated
DBD
+$329K
5
SLB icon
SLB Ltd
SLB
+$297K

Sector Composition

1 Financials 26.8%
2 Technology 13%
3 Industrials 12.81%
4 Consumer Staples 11.23%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$861K 0.62%
16,250
-653
52
$643K 0.46%
29,191
-5,100
53
$596K 0.43%
6,000
54
$584K 0.42%
7,200
55
$571K 0.41%
8,125
-100
56
$557K 0.4%
1,890
-50
57
$513K 0.37%
13,395
+445
58
$448K 0.32%
11,198
59
$442K 0.32%
7,990
-2,975
60
$439K 0.32%
2,550
61
$411K 0.3%
7,040
+300
62
$409K 0.3%
9,515
-1,575
63
$349K 0.25%
248
-90
64
$338K 0.24%
7,150
65
$301K 0.22%
6,250
-200
66
$296K 0.21%
2,800
67
$291K 0.21%
6,803
-300
68
$287K 0.21%
4,023
69
$256K 0.18%
8,000
70
$238K 0.17%
3,235
-650
71
$231K 0.17%
+2,450
72
$218K 0.16%
2,798
-50
73
$213K 0.15%
4,070
1 2
3