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
$136M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$299K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$98.5K
5
UPS icon
United Parcel Service
UPS
+$61.4K

Top Sells

1
+$7.08M
2
+$71.5K
3
+$64.4K
4
PFE icon
Pfizer
PFE
+$48.4K
5
FMNB icon
Farmers National Banc Corp
FMNB
+$46.5K

Sector Composition

1 Financials 27.63%
2 Technology 14.84%
3 Industrials 11.12%
4 Healthcare 11.03%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.54M 7%
623,267
-3,036
2
$8.3M 6.1%
344,647
+313,956
3
$6.72M 4.94%
119,084
-380
4
$6.08M 4.47%
1,900
5
$5.41M 3.97%
39,141
+250
6
$4.81M 3.54%
56,609
+351
7
$4.23M 3.11%
34,590
-73
8
$4.21M 3.09%
36,830
-250
9
$4.2M 3.09%
50,483
+354
10
$4.03M 2.96%
18,813
+460
11
$2.81M 2.06%
27,555
+2
12
$2.81M 2.06%
181,005
-4,153
13
$2.64M 1.94%
20,351
-203
14
$2.63M 1.93%
34,275
-147
15
$2.56M 1.88%
24,984
-25
16
$2.5M 1.84%
167,610
-4,790
17
$2.42M 1.78%
16,075
18
$2.38M 1.75%
39,900
19
$2.34M 1.72%
24,779
+475
20
$2.27M 1.67%
20,128
-370
21
$1.96M 1.44%
13,551
-78
22
$1.87M 1.37%
5,897
23
$1.86M 1.36%
15,877
24
$1.85M 1.36%
11,082
+301
25
$1.84M 1.35%
30,275
+300
1
2 3