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
$81.1M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.09M
3
+$780K
4
BAC icon
Bank of America
BAC
+$572K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$166K

Top Sells

1
+$2.57M
2
+$1.67M
3
+$1.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$851K
5
OPTU
Optimum Communications Inc
OPTU
+$340K

Sector Composition

1 Energy 44.33%
2 Technology 8.64%
3 Financials 6.9%
4 Healthcare 6.26%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
36
277
$12K 0.01%
1,821
278
$12K 0.01%
232
279
$12K 0.01%
1,189
280
$11K 0.01%
280
281
$11K 0.01%
89
282
$11K 0.01%
324
283
$11K 0.01%
100
284
$11K 0.01%
892
285
$11K 0.01%
80
286
$11K 0.01%
350
287
$11K 0.01%
464
288
$10K 0.01%
3,502
289
$10K 0.01%
+205
290
$10K 0.01%
92
291
$10K 0.01%
+100
292
$10K 0.01%
63
293
$10K 0.01%
133
-133
294
$10K 0.01%
+400
295
$10K 0.01%
200
296
$10K 0.01%
260
297
$10K 0.01%
399
298
$10K 0.01%
120
+100
299
$10K 0.01%
37
300
$9K 0.01%
285
10 11
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