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
301
$9K 0.01%
175
302
$9K 0.01%
+112
303
$9K 0.01%
+49
304
$9K 0.01%
800
305
$9K 0.01%
25
306
$9K 0.01%
111
+100
307
$9K 0.01%
125
308
$8K 0.01%
4
309
$8K 0.01%
372
310
$8K 0.01%
228
311
$8K 0.01%
80
312
$8K 0.01%
459
313
$8K 0.01%
+251
314
$8K 0.01%
425
315
$8K 0.01%
+49
316
$7K 0.01%
74
-74
317
$7K 0.01%
+170
318
$7K 0.01%
+400
319
$7K 0.01%
+175
320
$7K 0.01%
+71
321
$7K 0.01%
200
322
$7K 0.01%
132
323
$7K 0.01%
+83
324
$7K 0.01%
150
325
$7K 0.01%
142