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
$129M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$383K
3
+$357K
4
PG icon
Procter & Gamble
PG
+$264K
5
MIME
Mimecast Limited
MIME
+$247K

Top Sells

1
+$318K
2
+$41.4K
3
+$29.3K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$28K
5
DD icon
DuPont de Nemours
DD
+$17.3K

Sector Composition

1 Financials 27.75%
2 Technology 14.1%
3 Industrials 11.02%
4 Healthcare 10.56%
5 Consumer Staples 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.99M 7.77%
626,303
-19,921
2
$7.08M 5.51%
99,515
-100
3
$5.53M 4.3%
119,464
4
$5.36M 4.17%
1,900
5
$4.72M 3.67%
38,891
+740
6
$4.65M 3.62%
56,258
+1
7
$4.38M 3.41%
34,663
-19
8
$3.91M 3.04%
50,129
+3,379
9
$3.66M 2.84%
37,080
10
$3.43M 2.66%
18,353
+500
11
$2.73M 2.13%
20,554
-130
12
$2.69M 2.09%
25,009
+5,600
13
$2.56M 1.99%
27,553
+152
14
$2.54M 1.98%
172,400
-500
15
$2.44M 1.9%
185,158
-3,140
16
$2.38M 1.85%
34,422
+3
17
$2.25M 1.75%
24,304
18
$2.23M 1.73%
39,900
19
$2.16M 1.68%
16,075
-20
20
$2.14M 1.66%
20,498
21
$2.01M 1.56%
29,975
-200
22
$1.93M 1.5%
118,237
-300
23
$1.82M 1.42%
13,629
+104
24
$1.81M 1.41%
5,897
25
$1.73M 1.34%
15,885
1
2 3