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
$115M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$115K
3
+$60.1K
4
FCX icon
Freeport-McMoran
FCX
+$20.8K
5
IBM icon
IBM
IBM
+$20K

Top Sells

1
+$200K
2
+$56.8K
3
+$41.8K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$32.2K
5
ABBV icon
AbbVie
ABBV
+$29.3K

Sector Composition

1 Financials 14.99%
2 Technology 14.1%
3 Industrials 13.9%
4 Consumer Staples 11.15%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$276K 0.24%
8,000
77
$258K 0.22%
2,650
78
$254K 0.22%
6,475
+100
79
$252K 0.22%
3,350
80
$236K 0.2%
4,723
81
$223K 0.19%
2,640
82
$212K 0.18%
4,412
83
$124K 0.11%
1,174
84
$118K 0.1%
19,600
+500
85
– –
-3,650
1 2 3
4