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
$104M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.03M
3 +$438K
4
PFLT icon
PennantPark Floating Rate Capital
PFLT
+$366K
5
UNH icon
UnitedHealth
UNH
+$199K

Top Sells

1 +$3.13M
2 +$2.8M
3 +$2.12M
4
NSP icon
Insperity
NSP
+$345K
5
MSFT icon
Microsoft
MSFT
+$302K

Sector Composition

1 Financials 20.47%
2 Energy 17.26%
3 Technology 9.57%
4 Communication Services 8.9%
5 Healthcare 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$10K 0.01%
169
302
$10K 0.01%
3,509
303
$10K 0.01%
128
304
$10K 0.01%
1,130
305
$10K 0.01%
340
306
$9K 0.01%
563
307
$9K 0.01%
1,054
308
$9K 0.01%
268
309
$9K 0.01%
4,041
310
$9K 0.01%
3,187
311
$9K 0.01%
89
312
$9K 0.01%
277
313
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869
314
$9K 0.01%
178
315
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$8K 0.01%
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318
$8K 0.01%
892
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319
$8K 0.01%
324
320
$8K 0.01%
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321
$8K 0.01%
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322
$8K 0.01%
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$8K 0.01%
368
324
$7K 0.01%
4
325
$7K 0.01%
240