POIA
Pin Oak Investment Advisors Portfolio holdings
AUM
$118M
1-Year Return
4.77%
This Quarter Return
+4.98%
1 Year Return
+4.77%
3 Year Return
+43.54%
5 Year Return
+114.51%
10 Year Return
–
AUM
$90.2M
AUM Growth
+$9.34M
(+12%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
6.32%
Top 10 Holdings %
Top 10 Hldgs %
44.16%
Holding
494
New
54
Increased
70
Reduced
53
Closed
25
Top Buys
| 1 |
Kimbell Royalty Partners
KRP
|
+$3.13M |
| 2 |
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
|
+$1.18M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$813K |
| 4 |
Teladoc Health
TDOC
|
+$555K |
| 5 |
Boeing
BA
|
+$405K |
Top Sells
Sector Composition
| 1 | Energy | 42.3% |
| 2 | Technology | 12.85% |
| 3 | Financials | 7.09% |
| 4 | Healthcare | 5.88% |
| 5 | Communication Services | 4.33% |
