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
$136M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$299K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$98.5K
5
UPS icon
United Parcel Service
UPS
+$61.4K

Top Sells

1
+$7.08M
2
+$71.5K
3
+$64.4K
4
PFE icon
Pfizer
PFE
+$48.4K
5
FMNB icon
Farmers National Banc Corp
FMNB
+$46.5K

Sector Composition

1 Financials 27.63%
2 Technology 14.84%
3 Industrials 11.12%
4 Healthcare 11.03%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.41%
6,198
52
$550K 0.4%
13,125
+7,125
53
$546K 0.4%
8,025
54
$537K 0.39%
119,350
+12,200
55
$506K 0.37%
7,200
56
$495K 0.36%
7,690
57
$480K 0.35%
1,290
58
$380K 0.28%
8,515
59
$351K 0.26%
8,175
+100
60
$324K 0.24%
1,935
-15
61
$319K 0.23%
3,000
62
$268K 0.2%
6,150
63
$266K 0.2%
6,203
64
$266K 0.2%
5,150
65
$261K 0.19%
4,025
-45
66
$230K 0.17%
2,350
67
$218K 0.16%
6,198
68
$212K 0.16%
2,985
-50
69
$186K 0.14%
+13,862
70
– –
-99,515
1 2
3