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
$125M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Sector Composition

1 Energy 23.69%
2 Financials 17.98%
3 Communication Services 7.85%
4 Healthcare 7.5%
5 Technology 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$14K 0.01%
+268
302
$13K 0.01%
148
303
$13K 0.01%
175
304
$13K 0.01%
277
305
$13K 0.01%
254
306
$13K 0.01%
750
307
$13K 0.01%
248
308
$13K 0.01%
200
309
$13K 0.01%
500
-500
310
$12K 0.01%
2,703
+1,062
311
$12K 0.01%
74
312
$12K 0.01%
251
313
$12K 0.01%
231
314
$12K 0.01%
190
315
$12K 0.01%
1,032
316
$12K 0.01%
192
317
$12K 0.01%
863
318
$11K 0.01%
110
319
$11K 0.01%
190
320
$11K 0.01%
+111
321
$11K 0.01%
128
322
$11K 0.01%
108
323
$11K 0.01%
360
324
$11K 0.01%
100
325
$11K 0.01%
90