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
1
$11.8M 9.05%
828,174
-23,973
2
$6.8M 5.24%
111,015
-1,760
3
$4.93M 3.79%
54,577
-984
4
$4.64M 3.57%
1,900
5
$4.56M 3.51%
39,587
-759
6
$4.41M 3.39%
333,196
-29,422
7
$4.31M 3.32%
36,616
-734
8
$4.26M 3.28%
50,689
-1,019
9
$4.08M 3.14%
140,928
-4,972
10
$3.89M 2.99%
25,674
-763
11
$3.83M 2.95%
16,704
+67
12
$3.23M 2.48%
31,192
-748
13
$2.77M 2.13%
44,580
-545
14
$2.63M 2.03%
35,847
-1,364
15
$2.32M 1.78%
149,662
-27,550
16
$2.08M 1.6%
13,107
-53
17
$2.01M 1.54%
36,006
+348
18
$1.98M 1.52%
18,910
-225
19
$1.98M 1.52%
22,898
-1,907
20
$1.96M 1.51%
203,176
-658
21
$1.83M 1.41%
67,779
-3,065
22
$1.82M 1.4%
14,900
-325
23
$1.8M 1.38%
17,500
-700
24
$1.73M 1.33%
16,614
+255
25
$1.7M 1.31%
40,974
-1,053
1
2 3 4