POIA
Pin Oak Investment Advisors Portfolio holdings
AUM
$118M
1-Year Return
4.77%
This Quarter Return
+9.5%
1 Year Return
+4.77%
3 Year Return
+43.54%
5 Year Return
+114.51%
10 Year Return
–
AUM
$81.1M
AUM Growth
+$1.44M
(+1.8%)
Cap. Flow
-$2.11M
Cap. Flow
% of AUM
-2.6%
Top 10 Holdings %
Top 10 Hldgs %
42.28%
Holding
442
New
44
Increased
64
Reduced
46
Closed
15
Top Buys
| 1 |
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
|
$1.72M |
| 2 |
Howard Hughes
HHH
|
$1.09M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$780K |
| 4 |
Bank of America
BAC
|
$572K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$166K |
Top Sells
Sector Composition
| 1 | Energy | 44.33% |
| 2 | Technology | 8.64% |
| 3 | Financials | 6.9% |
| 4 | Healthcare | 6.26% |
| 5 | Communication Services | 4.13% |
