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
$128M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Sells

1 +$1.15M
2 +$687K
3 +$541K
4
BX icon
Blackstone
BX
+$438K
5
GIS icon
General Mills
GIS
+$357K

Sector Composition

1 Energy 22.11%
2 Financials 18.96%
3 Healthcare 7.76%
4 Communication Services 7.49%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$12K 0.01%
280
327
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254
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$12K 0.01%
400
329
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+280
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$12K 0.01%
336
-3,265
333
$12K 0.01%
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334
$12K 0.01%
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335
$12K 0.01%
190
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$12K 0.01%
1,032
337
$12K 0.01%
90
338
$12K 0.01%
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339
$12K 0.01%
154
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$12K 0.01%
863
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$12K 0.01%
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$11K 0.01%
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$11K 0.01%
128
345
$11K 0.01%
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346
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348
$11K 0.01%
19
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$11K 0.01%
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350
$11K 0.01%
225