POIA
Pin Oak Investment Advisors Portfolio holdings
AUM
$118M
1-Year Return
4.77%
This Quarter Return
+3.66%
1 Year Return
+4.77%
3 Year Return
+43.54%
5 Year Return
+114.51%
10 Year Return
–
AUM
$110M
AUM Growth
+$5.41M
(+5.2%)
Cap. Flow
+$2.65M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
43.84%
Holding
515
New
38
Increased
80
Reduced
70
Closed
22
Top Buys
| 1 |
Global X S&P 500 Covered Call ETF
XYLD
|
$1.02M |
| 2 |
SiriusXM
SIRI
|
$840K |
| 3 |
ACP
abrdn Income Credit Strategies Fund
ACP
|
$806K |
| 4 |
TXO Partners LP
TXO
|
$381K |
| 5 |
Cedar Fair
FUN
|
$241K |
Top Sells
Sector Composition
| 1 | Energy | 34.65% |
| 2 | Technology | 12.37% |
| 3 | Financials | 6.29% |
| 4 | Communication Services | 5.61% |
| 5 | Real Estate | 4.84% |
