MHIM

MacNealy Hoover Investment Management Portfolio holdings

AUM $124M
1-Year Est. Return 4.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$305K
2
+$24.9K
3
+$18.7K
4
BA icon
Boeing
BA
+$14.6K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.9K

Top Sells

1
+$994K
2
+$964K
3
+$458K
4
MTUS icon
Metallus
MTUS
+$369K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$367K

Sector Composition

1 Financials 29.94%
2 Industrials 13.45%
3 Technology 11.89%
4 Consumer Staples 10.51%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-17,000
77
– –
-3,300
78
– –
-26,410
79
– –
-14,175
80
– –
-12,800
1 2 3
4