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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.46M
3
+$4M
4
JNJ icon
Johnson & Johnson
JNJ
+$4M
5
GE icon
GE Aerospace
GE
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.82%
2 Financials 13.91%
3 Technology 13.04%
4 Energy 12.97%
5 Consumer Staples 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.28%
+1,300
77
$292K 0.27%
+3,350
78
$278K 0.26%
+6,285
79
$273K 0.25%
+5,073
80
$257K 0.24%
+2,650
81
$243K 0.23%
+2,700
82
$241K 0.22%
+3,489
83
$209K 0.19%
+7,950
84
$145K 0.13%
+1,300
85
$81K 0.08%
+1,157
1 2 3
4