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
$108M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.3M
3
+$716K
4
MAC icon
Macerich
MAC
+$220K
5
ABBV icon
AbbVie
ABBV
+$136K

Top Sells

1
+$2.4M
2
+$1.97M
3
+$1.85M
4
GS icon
Goldman Sachs
GS
+$1.74M
5
PSX icon
Phillips 66
PSX
+$1.62M

Sector Composition

1 Financials 20.58%
2 Energy 18.05%
3 Technology 8.73%
4 Industrials 8.17%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.02%
272
227
$20K 0.02%
249
228
$20K 0.02%
275
229
$19K 0.02%
25,275
-13,280
230
$19K 0.02%
1,080
231
$19K 0.02%
392
232
$19K 0.02%
135
-1,411
233
$19K 0.02%
100
234
$19K 0.02%
1,475
235
$18K 0.02%
86
236
$18K 0.02%
1,100
237
$18K 0.02%
920
238
$18K 0.02%
478
-600
239
$17K 0.02%
150
240
$17K 0.02%
290
241
$17K 0.02%
342
242
$17K 0.02%
259
243
$17K 0.02%
1,542
244
$17K 0.02%
175
245
$17K 0.02%
266
246
$16K 0.01%
206
247
$16K 0.01%
298
248
$16K 0.01%
479
249
$16K 0.01%
420
250
$16K 0.01%
500
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10
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