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
$122M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.78M
3
+$1.74M
4
KRP icon
Kimbell Royalty Partners
KRP
+$1.07M
5
EOG icon
EOG Resources
EOG
+$408K

Top Sells

1
+$4.06M
2
+$1.78M
3
+$1.67M
4
CHTR icon
Charter Communications
CHTR
+$1.45M
5
MCK icon
McKesson
MCK
+$1.42M

Sector Composition

1 Energy 22.78%
2 Financials 20.06%
3 Communication Services 6.97%
4 Technology 6.83%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K 0.01%
233
-332
352
$7K 0.01%
290
353
$7K 0.01%
184
354
$7K 0.01%
+138
355
$7K 0.01%
100
356
$7K 0.01%
63
-30
357
$7K 0.01%
+132
358
$7K 0.01%
1,054
-167
359
$7K 0.01%
125
-28
360
$6K ﹤0.01%
75
361
$6K ﹤0.01%
344
362
$6K ﹤0.01%
202
363
$6K ﹤0.01%
60
-13
364
$6K ﹤0.01%
313
365
$6K ﹤0.01%
150
366
$6K ﹤0.01%
287
-2,317
367
$6K ﹤0.01%
304
368
$6K ﹤0.01%
142
369
$6K ﹤0.01%
27
-3
370
$6K ﹤0.01%
285
-112
371
$5K ﹤0.01%
425
372
$5K ﹤0.01%
125
373
$5K ﹤0.01%
20
374
$5K ﹤0.01%
102
-1,780
375
$5K ﹤0.01%
1,000
13 14
15
16 17