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
$112M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$434K
3
+$214K
4
VZ icon
Verizon
VZ
+$194K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$168K

Top Sells

1
+$2.52M
2
+$250K
3
+$209K
4
WFM
Whole Foods Market Inc
WFM
+$141K
5
HSY icon
Hershey
HSY
+$73.1K

Sector Composition

1 Financials 16.68%
2 Industrials 16%
3 Technology 13.43%
4 Energy 12.44%
5 Healthcare 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.06M 4.54%
51,834
-155
2
$4.32M 3.87%
36,355
+652
3
$4.29M 3.85%
43,684
+50
4
$4.06M 3.64%
50,405
+1,247
5
$3.56M 3.19%
1,900
6
$3.36M 3.01%
27,114
+313
7
$3.31M 2.97%
332,397
+227,057
8
$3.21M 2.88%
167,580
+22,652
9
$2.58M 2.31%
24,700
-700
10
$2.39M 2.15%
60,010
-100
11
$2.32M 2.08%
18,535
+250
12
$2.25M 2.01%
23,050
+50
13
$2.23M 2%
12,146
+18
14
$2.15M 1.93%
30,618
-25
15
$2.13M 1.91%
31,923
-275
16
$2.12M 1.9%
15,650
-200
17
$2.09M 1.87%
51,025
18
$1.98M 1.77%
29,415
+400
19
$1.96M 1.76%
30,808
-210
20
$1.93M 1.73%
226,349
+6,753
21
$1.92M 1.72%
83,542
22
$1.76M 1.58%
45,541
+2,335
23
$1.65M 1.48%
14,561
-90
24
$1.64M 1.47%
213,742
-2,750
25
$1.62M 1.45%
19,385
+100
1
2 3 4