POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 4.77%
This Quarter Est. Return
1 Year Est. Return
+4.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.8M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$383K
3
+$67.2K
4
KRP icon
Kimbell Royalty Partners
KRP
+$64.8K
5
AMZN icon
Amazon
AMZN
+$52K

Top Sells

1
+$608K
2
+$529K
3
+$101K
4
MSFT icon
Microsoft
MSFT
+$92.7K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61K

Sector Composition

1 Energy 41.04%
2 Technology 9.19%
3 Healthcare 6.54%
4 Financials 6.12%
5 Communication Services 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.02%
500
277
$13K 0.02%
464
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$13K 0.02%
260
279
$13K 0.02%
631
+25
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$13K 0.02%
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281
$13K 0.02%
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$12K 0.01%
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$12K 0.01%
+100
285
$12K 0.01%
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$12K 0.01%
152
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$12K 0.01%
400
288
$12K 0.01%
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289
$12K 0.01%
500
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$11K 0.01%
2,339
291
$11K 0.01%
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$11K 0.01%
360
-200
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$11K 0.01%
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297
$11K 0.01%
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$11K 0.01%
500
299
$10K 0.01%
280
-134
300
$10K 0.01%
89
10 11
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