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
276
$17K 0.01%
81
277
$16K 0.01%
277
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$16K 0.01%
175
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200
280
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281
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420
282
$15K 0.01%
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500
284
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750
285
$15K 0.01%
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$15K 0.01%
481
288
$14K 0.01%
449
-43
289
$14K 0.01%
148
290
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280
291
$14K 0.01%
267
-1
292
$14K 0.01%
372
293
$14K 0.01%
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$14K 0.01%
254
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$14K 0.01%
178
296
$14K 0.01%
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297
$14K 0.01%
90
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$13K 0.01%
500
299
$13K 0.01%
2,703
300
$13K 0.01%
240
10 11
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