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
$124M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$7.55K
3
+$219
4
BMY icon
Bristol-Myers Squibb
BMY
+$162

Top Sells

1
+$1.08M
2
+$398K
3
+$299K
4
JOY
Joy Global Inc
JOY
+$203K
5
JNJ icon
Johnson & Johnson
JNJ
+$195K

Sector Composition

1 Financials 24.46%
2 Industrials 13.88%
3 Technology 12.45%
4 Consumer Staples 11.46%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.19M 7.39%
852,147
-3,536
2
$4.85M 3.9%
55,561
-1,859
3
$4.83M 3.88%
112,775
-2,000
4
$4.77M 3.83%
40,346
-1,650
5
$4.64M 3.73%
51,708
-1,221
6
$4.12M 3.32%
145,900
-2,440
7
$4.11M 3.3%
1,900
8
$3.84M 3.09%
37,350
-948
9
$3.75M 3.02%
26,437
-491
10
$3.58M 2.87%
362,618
+78,658
11
$3.05M 2.46%
31,940
-572
12
$2.6M 2.09%
45,125
-2,300
13
$2.49M 2%
37,211
-799
14
$2.4M 1.93%
16,637
-650
15
$2.08M 1.67%
19,135
-200
16
$2M 1.61%
13,160
-52
17
$1.94M 1.56%
35,658
-920
18
$1.85M 1.49%
177,212
-950
19
$1.79M 1.44%
15,225
20
$1.78M 1.43%
42,027
-746
21
$1.66M 1.33%
11,919
-53
22
$1.65M 1.33%
24,805
23
$1.64M 1.32%
26,074
-1,450
24
$1.61M 1.29%
64,780
-1,875
25
$1.6M 1.29%
18,200
-350
1
2 3 4