POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.78M
3
+$1.74M
4
KRP icon
Kimbell Royalty Partners
KRP
+$1.07M
5
EOG icon
EOG Resources
EOG
+$408K

Top Sells

1
+$4.06M
2
+$1.78M
3
+$1.67M
4
CHTR icon
Charter Communications
CHTR
+$1.45M
5
MCK icon
McKesson
MCK
+$1.42M

Sector Composition

1 Energy 22.78%
2 Financials 20.06%
3 Communication Services 6.97%
4 Technology 6.83%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.02%
288
227
$29K 0.02%
2,091
-25
228
$29K 0.02%
249
229
$29K 0.02%
862
+10
230
$28K 0.02%
504
231
$28K 0.02%
200
232
$27K 0.02%
124
-3
233
$26K 0.02%
193
-14
234
$26K 0.02%
1,377
235
$25K 0.02%
534
-31
236
$25K 0.02%
288
-18
237
$25K 0.02%
290
-10
238
$24K 0.02%
691
239
$24K 0.02%
522
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240
$24K 0.02%
86
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241
$23K 0.02%
279
242
$23K 0.02%
145
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243
$23K 0.02%
613
244
$23K 0.02%
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245
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213
246
$22K 0.02%
212
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$22K 0.02%
154
248
$22K 0.02%
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249
$22K 0.02%
249
250
$21K 0.02%
145
-1
8 9
10
11 12