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
$108M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.3M
3
+$716K
4
MAC icon
Macerich
MAC
+$220K
5
ABBV icon
AbbVie
ABBV
+$136K

Top Sells

1
+$2.4M
2
+$1.97M
3
+$1.85M
4
GS icon
Goldman Sachs
GS
+$1.74M
5
PSX icon
Phillips 66
PSX
+$1.62M

Sector Composition

1 Financials 20.58%
2 Energy 18.05%
3 Technology 8.73%
4 Industrials 8.17%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K 0.01%
425
-2,360
327
$6K 0.01%
4
328
$6K 0.01%
100
-27
329
$6K 0.01%
100
-5,940
330
$6K 0.01%
49
331
$6K 0.01%
162
332
$6K 0.01%
200
333
$6K 0.01%
101
-178
334
$6K 0.01%
481
335
$5K ﹤0.01%
285
+4
336
$5K ﹤0.01%
70
337
$5K ﹤0.01%
+240
338
$5K ﹤0.01%
425
339
$5K ﹤0.01%
360
340
$5K ﹤0.01%
100
341
$5K ﹤0.01%
125
342
$5K ﹤0.01%
61
343
$5K ﹤0.01%
125
344
$4K ﹤0.01%
+29
345
$4K ﹤0.01%
100
346
$4K ﹤0.01%
420
347
$4K ﹤0.01%
204
-500
348
$4K ﹤0.01%
304
349
$4K ﹤0.01%
+55
350
$4K ﹤0.01%
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