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
301
$10K 0.01%
420
302
$10K 0.01%
239
303
$10K 0.01%
36
304
$10K 0.01%
1,821
305
$10K 0.01%
220
306
$10K 0.01%
+80
307
$10K 0.01%
146
308
$9K 0.01%
3,502
309
$9K 0.01%
162
310
$9K 0.01%
92
311
$9K 0.01%
+800
312
$9K 0.01%
63
313
$9K 0.01%
263
314
$9K 0.01%
+399
315
$9K 0.01%
125
316
$8K 0.01%
284
-1
317
$8K 0.01%
164
318
$8K 0.01%
228
319
$8K 0.01%
+80
320
$8K 0.01%
459
321
$8K 0.01%
180
322
$8K 0.01%
25
-64
323
$8K 0.01%
142
324
$8K 0.01%
100
325
$7K 0.01%
4
11 12
13
14 15