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
$124M
AUM Growth
+$894K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$63.7K
3
+$53.9K
4
JOY
Joy Global Inc
JOY
+$31.7K
5
ABT icon
Abbott
ABT
+$27.5K

Top Sells

1
+$2.22M
2
+$460K
3
+$404K
4
AAPL icon
Apple
AAPL
+$337K
5
XOM icon
Exxon Mobil
XOM
+$251K

Sector Composition

1 Financials 22.22%
2 Industrials 14.04%
3 Consumer Staples 12.23%
4 Technology 11.84%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$285K 0.23%
2,800
77
$284K 0.23%
17,475
+500
78
$241K 0.19%
1,625
79
$240K 0.19%
1,850
80
$219K 0.18%
4,382
81
$129K 0.1%
18,000
82
$90K 0.07%
1,211
-141
83
– –
-3,100
84
– –
-4,970
85
– –
-2,640
86
– –
-7,425
1 2 3
4