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
$108M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.3M
3
+$716K
4
MAC icon
Macerich
MAC
+$220K
5
ABBV icon
AbbVie
ABBV
+$136K

Top Sells

1
+$2.4M
2
+$1.97M
3
+$1.85M
4
GS icon
Goldman Sachs
GS
+$1.74M
5
PSX icon
Phillips 66
PSX
+$1.62M

Sector Composition

1 Financials 20.58%
2 Energy 18.05%
3 Technology 8.73%
4 Industrials 8.17%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
459
277
$12K 0.01%
3,509
+2,172
278
$12K 0.01%
57
-24
279
$12K 0.01%
435
280
$12K 0.01%
159
281
$12K 0.01%
118
282
$12K 0.01%
232
283
$11K 0.01%
4,041
+1,338
284
$11K 0.01%
148
285
$11K 0.01%
+50
286
$11K 0.01%
3,187
287
$11K 0.01%
500
288
$11K 0.01%
169
-21
289
$11K 0.01%
200
290
$11K 0.01%
223
291
$11K 0.01%
151
292
$10K 0.01%
414
-2
293
$10K 0.01%
200
294
$10K 0.01%
277
295
$10K 0.01%
128
296
$10K 0.01%
178
297
$10K 0.01%
563
-272
298
$10K 0.01%
75
-15
299
$10K 0.01%
306
300
$10K 0.01%
964
-77
10 11
12
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