We are live on ! Find out more
POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $141M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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 +$2.19M
2 +$997K
3 +$485K
4
PFLT icon
PennantPark Floating Rate Capital
PFLT
+$367K
5
UNH icon
UnitedHealth
UNH
+$196K

Top Sells

1 +$2.81M
2 +$2.8M
3 +$2.03M
4
NSP icon
Insperity
NSP
+$352K
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
326
$7K 0.01%
110
327
$7K 0.01%
246
328
$7K 0.01%
460
329
$7K 0.01%
142
330
$7K 0.01%
1,821
331
$7K 0.01%
120
332
$7K 0.01%
494
333
$7K 0.01%
192
334
$7K 0.01%
37
335
$7K 0.01%
+250
336
$6K 0.01%
70
337
$6K 0.01%
372
338
$6K 0.01%
200
339
$6K 0.01%
100
340
$6K 0.01%
420
341
$6K 0.01%
49
342
$6K 0.01%
162
343
$6K 0.01%
304
344
$6K 0.01%
100
345
$6K 0.01%
200
346
$6K 0.01%
438
-600
347
$6K 0.01%
101
348
$6K 0.01%
154
349
$6K 0.01%
481
350
$5K ﹤0.01%
+100