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
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$7.55K
3
+$219
4
BMY icon
Bristol-Myers Squibb
BMY
+$162

Top Sells

1
+$1.08M
2
+$398K
3
+$299K
4
JOY
Joy Global Inc
JOY
+$203K
5
JNJ icon
Johnson & Johnson
JNJ
+$195K

Sector Composition

1 Financials 24.46%
2 Industrials 13.88%
3 Technology 12.45%
4 Consumer Staples 11.46%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.19%
4,382
77
$231K 0.19%
14,175
-3,300
78
$206K 0.17%
1,275
-350
79
$159K 0.13%
17,000
-1,000
80
– –
-14,650
81
– –
-53,170
82
– –
-1,211
1 2 3
4