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
$114M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$102K
3
+$67.1K
4
VZ icon
Verizon
VZ
+$58.7K
5
WFM
Whole Foods Market Inc
WFM
+$46.3K

Top Sells

1
+$555K
2
+$248K
3
+$109K
4
JNJ icon
Johnson & Johnson
JNJ
+$96.8K
5
HBAN icon
Huntington Bancshares
HBAN
+$83.2K

Sector Composition

1 Industrials 15.77%
2 Financials 15.25%
3 Technology 13.73%
4 Energy 13.23%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$289K 0.25%
4,824
-100
77
$282K 0.25%
3,350
78
$276K 0.24%
8,265
-210
79
$267K 0.23%
2,650
-50
80
$241K 0.21%
8,000
81
$132K 0.12%
1,300
82
$102K 0.09%
1,157
83
– –
-3,489
84
– –
-41,410
1 2 3
4