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
$130M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$26.6K
3
+$19.4K
4
BA icon
Boeing
BA
+$15.6K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.4K

Top Sells

1
+$994K
2
+$965K
3
+$466K
4
MTUS icon
Metallus
MTUS
+$426K
5
HBAN icon
Huntington Bancshares
HBAN
+$389K

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