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
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$69.7K
2
+$69.3K
3
+$54.9K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$29.8K
5
DIS icon
Walt Disney
DIS
+$26.5K

Top Sells

1
+$214K
2
+$191K
3
+$115K
4
ADP icon
Automatic Data Processing
ADP
+$74.5K
5
PG icon
Procter & Gamble
PG
+$59.1K

Sector Composition

1 Financials 25.48%
2 Technology 14.63%
3 Consumer Staples 11.73%
4 Industrials 11.58%
5 Healthcare 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.51%
12,250
-700
52
$614K 0.47%
6,900
+200
53
$603K 0.46%
6,038
54
$525K 0.4%
6,850
-250
55
$486K 0.37%
7,494
+244
56
$482K 0.37%
1,265
-25
57
$413K 0.32%
7,975
58
$365K 0.28%
1,920
-15
59
$338K 0.26%
6,065
-325
60
$328K 0.25%
3,000
61
$318K 0.24%
6,150
62
$312K 0.24%
7,040
63
$297K 0.23%
5,953
-250
64
$271K 0.21%
5,037
+237
65
$264K 0.2%
18,426
+1,000
66
$234K 0.18%
4,025
67
$234K 0.18%
2,350
68
$223K 0.17%
2,660
-325
1 2
3