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
$132M
AUM Growth
+$364K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$220K
3
+$59.9K
4
GE icon
GE Aerospace
GE
+$44.8K
5
CVX icon
Chevron
CVX
+$40.9K

Top Sells

1
+$285K
2
+$203K
3
+$78.9K
4
AAPL icon
Apple
AAPL
+$76.3K
5
CIVBP
Civista Bancshares, Inc
CIVBP
+$60.8K

Sector Composition

1 Financials 28.84%
2 Industrials 13.54%
3 Technology 12.53%
4 Consumer Staples 10.73%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 8.58%
778,162
-19,682
2
$7.01M 5.33%
109,584
-950
3
$5.21M 3.96%
39,383
-100
4
$4.84M 3.68%
1,900
5
$4.75M 3.61%
132,008
-2,120
6
$4.41M 3.35%
54,604
+451
7
$4.34M 3.3%
49,795
-397
8
$4.02M 3.06%
297,528
-5,838
9
$3.79M 2.88%
36,299
+392
10
$3.27M 2.48%
25,239
+346
11
$3.24M 2.46%
30,170
-449
12
$3.22M 2.45%
19,004
+2,500
13
$2.98M 2.26%
43,155
-500
14
$2.73M 2.08%
33,898
-449
15
$2.26M 1.72%
146,900
-1,012
16
$2.24M 1.7%
196,058
+2,727
17
$2.18M 1.66%
18,860
-50
18
$2.15M 1.63%
14,603
+1,496
19
$2.1M 1.59%
35,185
-175
20
$2M 1.52%
28,850
-200
21
$1.97M 1.5%
21,523
-225
22
$1.85M 1.41%
40,800
+400
23
$1.85M 1.41%
41,278
+4
24
$1.85M 1.41%
25,507
25
$1.8M 1.37%
10,344
-180
1
2 3