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
$114M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$102K
3
+$67.1K
4
VZ icon
Verizon
VZ
+$58.7K
5
WFM
Whole Foods Market Inc
WFM
+$46.3K

Top Sells

1
+$555K
2
+$248K
3
+$109K
4
JNJ icon
Johnson & Johnson
JNJ
+$96.8K
5
HBAN icon
Huntington Bancshares
HBAN
+$83.2K

Sector Composition

1 Industrials 15.77%
2 Financials 15.25%
3 Technology 13.73%
4 Energy 13.23%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.15M 4.51%
51,159
-675
2
$4.7M 4.12%
36,030
-325
3
$4.47M 3.92%
42,759
-925
4
$3.93M 3.45%
50,030
-375
5
$3.82M 3.35%
164,508
-3,072
6
$3.61M 3.16%
1,900
7
$3.38M 2.97%
26,874
-240
8
$3.09M 2.71%
323,676
-8,721
9
$2.59M 2.27%
30,168
-450
10
$2.48M 2.18%
24,400
+1,350
11
$2.43M 2.13%
60,460
+450
12
$2.35M 2.06%
24,100
-600
13
$2.31M 2.03%
18,285
-250
14
$2.1M 1.84%
12,146
15
$2.1M 1.84%
31,623
-300
16
$2.09M 1.83%
50,125
-900
17
$2.05M 1.8%
15,500
-150
18
$2.05M 1.79%
29,915
+500
19
$1.91M 1.67%
45,041
-500
20
$1.9M 1.66%
30,544
-264
21
$1.73M 1.52%
213,019
-13,330
22
$1.73M 1.52%
81,142
-2,400
23
$1.73M 1.52%
19,385
24
$1.7M 1.49%
14,203
-358
25
$1.67M 1.46%
29,604
-600
1
2 3 4