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
$123M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$305K
3
+$207K
4
CINF icon
Cincinnati Financial
CINF
+$203K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$116K

Top Sells

1
+$90.5K
2
+$54K
3
+$47.1K
4
MSFT icon
Microsoft
MSFT
+$27.6K
5
DD icon
DuPont de Nemours
DD
+$25.4K

Sector Composition

1 Financials 21.63%
2 Industrials 13.82%
3 Technology 13.05%
4 Consumer Staples 11.55%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.24%
18,625
+2,000
77
$296K 0.24%
4,723
78
$289K 0.23%
16,975
+750
79
$275K 0.22%
2,800
-550
80
$255K 0.21%
1,625
-300
81
$235K 0.19%
1,850
+300
82
$221K 0.18%
2,640
83
$207K 0.17%
+4,382
84
$203K 0.16%
+3,100
85
$114K 0.09%
1,352
+111
86
$105K 0.09%
18,000
1 2 3
4