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
$119M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$353K
3
+$234K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
VZ icon
Verizon
VZ
+$132K

Top Sells

1
+$184K
2
+$72.8K
3
+$48.1K
4
NOC icon
Northrop Grumman
NOC
+$47.2K
5
POT
Potash Corp Of Saskatchewan
POT
+$42K

Sector Composition

1 Financials 22.33%
2 Industrials 13.3%
3 Technology 13.03%
4 Consumer Staples 11.58%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.25%
3,350
77
$278K 0.23%
16,225
-2,450
78
$275K 0.23%
4,723
79
$225K 0.19%
33,250
-2,600
80
$224K 0.19%
1,550
81
$210K 0.18%
16,625
+150
82
$210K 0.18%
+2,640
83
$87K 0.07%
1,241
84
$77K 0.06%
18,000
+500
85
– –
-4,382
1 2 3
4