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
$113M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.4M
3
+$1.19M
4
ET icon
Energy Transfer Partners
ET
+$1.19M
5
GS icon
Goldman Sachs
GS
+$1.15M

Top Sells

1
+$2.1M
2
+$1.82M
3
+$1.54M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$1.18M
5
AROC icon
Archrock
AROC
+$715K

Sector Composition

1 Energy 22.33%
2 Financials 15.6%
3 Healthcare 7.92%
4 Communication Services 7.56%
5 Technology 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K 0.01%
1,641
352
$6K 0.01%
145
353
$6K 0.01%
+134
354
$6K 0.01%
176
355
$6K 0.01%
+75
356
$6K 0.01%
313
357
$6K 0.01%
100
358
$6K 0.01%
550
359
$6K 0.01%
+223
360
$6K 0.01%
397
361
$6K 0.01%
127
362
$5K ﹤0.01%
344
363
$5K ﹤0.01%
100
364
$5K ﹤0.01%
+290
365
$5K ﹤0.01%
42
366
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124
367
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63
368
$5K ﹤0.01%
183
369
$5K ﹤0.01%
+1,000
370
$5K ﹤0.01%
1,930
371
$4K ﹤0.01%
255
372
$4K ﹤0.01%
501
373
$4K ﹤0.01%
+202
374
$4K ﹤0.01%
+240
375
$4K ﹤0.01%
50
-269
13 14
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