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
$117M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.01M
3
+$241K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$214K
5
WFC icon
Wells Fargo
WFC
+$200K

Top Sells

1
+$275K
2
+$253K
3
+$194K
4
HSY icon
Hershey
HSY
+$153K
5
GE icon
GE Aerospace
GE
+$140K

Sector Composition

1 Financials 15.09%
2 Industrials 14.02%
3 Technology 13.86%
4 Consumer Staples 11.43%
5 Energy 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.23%
3,350
77
$257K 0.22%
8,000
78
$248K 0.21%
2,650
79
$233K 0.2%
4,723
80
$224K 0.19%
4,412
81
$214K 0.18%
+2,640
82
$200K 0.17%
+3,650
83
$139K 0.12%
19,100
-7,000
84
$117K 0.1%
1,174
+67
85
– –
-1,300
1 2 3
4