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
$136M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$1.76M
3 +$1.59M
4
TALO icon
Talos Energy
TALO
+$1.15M
5
GT icon
Goodyear
GT
+$934K

Top Sells

1 +$1.43M
2 +$989K
3 +$555K
4
EPD icon
Enterprise Products Partners
EPD
+$396K
5
FSK icon
FS KKR Capital
FSK
+$265K

Sector Composition

1 Energy 25.4%
2 Financials 12.7%
3 Communication Services 7.23%
4 Healthcare 7.21%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$6K ﹤0.01%
122
352
$6K ﹤0.01%
390
+1
353
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110
354
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350
355
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1,930
356
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31
+12
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75
358
$5K ﹤0.01%
255
359
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+501
360
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94
361
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93
362
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363
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100
365
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366
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475
367
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368
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369
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370
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371
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68
372
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28
-18
373
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+132
374
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+49
375
$4K ﹤0.01%
50