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
$122M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.52M
3
+$893K
4
DD
Du Pont De Nemours E I
DD
+$691K
5
PG icon
Procter & Gamble
PG
+$323K

Top Sells

1
+$299K
2
+$223K
3
+$38.3K
4
HD icon
Home Depot
HD
+$33.4K
5
AAPL icon
Apple
AAPL
+$26.3K

Sector Composition

1 Financials 21.55%
2 Industrials 13.5%
3 Technology 13.45%
4 Consumer Staples 10.8%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.25%
8,000
77
$269K 0.22%
3,350
78
$252K 0.21%
2,650
79
$252K 0.21%
6,975
+500
80
$231K 0.19%
4,723
81
$216K 0.18%
4,412
82
$205K 0.17%
+3,650
83
$158K 0.13%
17,500
-2,100
84
$82K 0.07%
1,107
-67
85
– –
-2,640
86
– –
-3,550
1 2 3
4