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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
$133M
AUM Growth
-$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.37M
3 +$879K
4
IBKR icon
Interactive Brokers
IBKR
+$697K
5
GT icon
Goodyear
GT
+$577K

Top Sells

1 +$3.17M
2 +$2.81M
3 +$2.68M
4
TALO icon
Talos Energy
TALO
+$1.15M
5
XOM icon
Exxon Mobil
XOM
+$363K

Sector Composition

1 Energy 24.79%
2 Financials 12.66%
3 Healthcare 7.96%
4 Communication Services 7.34%
5 Consumer Staples 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$6K ﹤0.01%
270
+138
352
$6K ﹤0.01%
394
+4
353
$6K ﹤0.01%
350
354
$5K ﹤0.01%
75
355
$5K ﹤0.01%
145
356
$5K ﹤0.01%
501
357
$5K ﹤0.01%
330
358
$5K ﹤0.01%
42
359
$5K ﹤0.01%
100
360
$5K ﹤0.01%
124
361
$5K ﹤0.01%
+63
362
$5K ﹤0.01%
145
363
$5K ﹤0.01%
1,930
364
$5K ﹤0.01%
251
365
$5K ﹤0.01%
440
366
$4K ﹤0.01%
+125
367
$4K ﹤0.01%
26
368
$4K ﹤0.01%
19
-12
369
$4K ﹤0.01%
216
370
$4K ﹤0.01%
+425
371
$4K ﹤0.01%
208
372
$4K ﹤0.01%
475
373
$4K ﹤0.01%
475
374
$3K ﹤0.01%
+58
375
$3K ﹤0.01%
+59