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
$81.8M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$383K
3
+$67.2K
4
KRP icon
Kimbell Royalty Partners
KRP
+$64.8K
5
AMZN icon
Amazon
AMZN
+$52K

Top Sells

1
+$608K
2
+$529K
3
+$101K
4
MSFT icon
Microsoft
MSFT
+$92.7K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61K

Sector Composition

1 Energy 41.04%
2 Technology 9.19%
3 Healthcare 6.54%
4 Financials 6.12%
5 Communication Services 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K 0.01%
115
352
$4K ﹤0.01%
153
-2
353
$4K ﹤0.01%
125
354
$4K ﹤0.01%
42
355
$4K ﹤0.01%
81
356
$4K ﹤0.01%
69
357
$4K ﹤0.01%
35
358
$4K ﹤0.01%
122
359
$4K ﹤0.01%
1,280
360
$4K ﹤0.01%
81
361
$4K ﹤0.01%
120
362
$4K ﹤0.01%
120
363
$4K ﹤0.01%
56
364
$4K ﹤0.01%
135
+1
365
$3K ﹤0.01%
32
366
$3K ﹤0.01%
94
367
$3K ﹤0.01%
40
368
$3K ﹤0.01%
41
369
$3K ﹤0.01%
35
370
$3K ﹤0.01%
11
371
$3K ﹤0.01%
88
372
$3K ﹤0.01%
+42
373
$3K ﹤0.01%
70
374
$3K ﹤0.01%
7
-39
375
$3K ﹤0.01%
90
13 14
15
16 17