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
$108M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.3M
3
+$716K
4
MAC icon
Macerich
MAC
+$220K
5
ABBV icon
AbbVie
ABBV
+$136K

Top Sells

1
+$2.4M
2
+$1.97M
3
+$1.85M
4
GS icon
Goldman Sachs
GS
+$1.74M
5
PSX icon
Phillips 66
PSX
+$1.62M

Sector Composition

1 Financials 20.58%
2 Energy 18.05%
3 Technology 8.73%
4 Industrials 8.17%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
863
352
$3K ﹤0.01%
344
353
$3K ﹤0.01%
64
354
$3K ﹤0.01%
+260
355
$3K ﹤0.01%
150
356
$3K ﹤0.01%
124
+83
357
$3K ﹤0.01%
1,171
358
$3K ﹤0.01%
500
-3,306
359
$3K ﹤0.01%
1,000
360
$3K ﹤0.01%
100
361
$3K ﹤0.01%
31
-17
362
$2K ﹤0.01%
11
363
$2K ﹤0.01%
100
364
$2K ﹤0.01%
55
365
$1K ﹤0.01%
182
366
$1K ﹤0.01%
50
367
$1K ﹤0.01%
40
368
$1K ﹤0.01%
37
369
$1K ﹤0.01%
75
370
$1K ﹤0.01%
+16
371
$1K ﹤0.01%
35
372
$1K ﹤0.01%
100
373
$1K ﹤0.01%
30
374
$1K ﹤0.01%
100
375
$1K ﹤0.01%
+85
13 14
15
16 17