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
$124M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.95M
3
+$944K
4
NXST icon
Nexstar Media Group
NXST
+$577K
5
GIS icon
General Mills
GIS
+$205K

Top Sells

1
+$1.74M
2
+$1.51M
3
+$1.32M
4
TEX icon
Terex
TEX
+$1.19M
5
APO icon
Apollo Global Management
APO
+$470K

Sector Composition

1 Financials 21.83%
2 Energy 20.91%
3 Communication Services 7.51%
4 Industrials 7.12%
5 Technology 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.02%
1,475
252
$21K 0.02%
111
253
$21K 0.02%
355
254
$20K 0.02%
196
255
$20K 0.02%
240
256
$20K 0.02%
479
257
$20K 0.02%
1,000
258
$20K 0.02%
500
+125
259
$20K 0.02%
100
260
$20K 0.02%
237
-490
261
$20K 0.02%
+342
262
$19K 0.02%
206
-120
263
$19K 0.02%
+1,080
264
$19K 0.02%
473
265
$19K 0.02%
150
266
$19K 0.02%
100
267
$19K 0.02%
154
268
$18K 0.01%
3,187
-2,551
269
$18K 0.01%
467
+283
270
$18K 0.01%
188
271
$18K 0.01%
400
272
$18K 0.01%
416
-236
273
$17K 0.01%
704
274
$17K 0.01%
266
275
$17K 0.01%
302
9 10
11
12 13