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
$115M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$115K
3
+$60.1K
4
FCX icon
Freeport-McMoran
FCX
+$20.8K
5
IBM icon
IBM
IBM
+$20K

Top Sells

1
+$200K
2
+$56.8K
3
+$41.8K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$32.2K
5
ABBV icon
AbbVie
ABBV
+$29.3K

Sector Composition

1 Financials 14.99%
2 Technology 14.1%
3 Industrials 13.9%
4 Consumer Staples 11.15%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.93M 4.27%
158,388
-160
2
$4.29M 3.72%
50,461
-49
3
$4.18M 3.62%
41,516
-50
4
$4.13M 3.58%
1,900
5
$4.06M 3.52%
49,572
+3
6
$3.65M 3.16%
34,733
+2
7
$3.23M 2.81%
27,203
-124
8
$2.62M 2.27%
237,060
-500
9
$2.58M 2.23%
24,025
-300
10
$2.37M 2.06%
16,450
-50
11
$2.27M 1.96%
22,453
-99
12
$2.25M 1.96%
63,585
-100
13
$1.98M 1.72%
29,150
-211
14
$1.96M 1.7%
48,275
15
$1.95M 1.69%
12,673
+130
16
$1.9M 1.65%
29,640
17
$1.85M 1.61%
29,768
18
$1.85M 1.61%
13,425
-60
19
$1.85M 1.6%
19,355
-30
20
$1.83M 1.59%
17,429
-100
21
$1.78M 1.55%
43,947
22
$1.77M 1.54%
31,304
+3
23
$1.74M 1.51%
33,325
-400
24
$1.72M 1.49%
209,995
+453
25
$1.66M 1.44%
11,860
-108
1
2 3 4