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
$81.1M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.09M
3
+$780K
4
BAC icon
Bank of America
BAC
+$572K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$166K

Top Sells

1
+$2.57M
2
+$1.67M
3
+$1.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$851K
5
OPTU
Optimum Communications Inc
OPTU
+$340K

Sector Composition

1 Energy 44.33%
2 Technology 8.64%
3 Financials 6.9%
4 Healthcare 6.26%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K 0.01%
69
352
$5K 0.01%
35
353
$5K 0.01%
+64
354
$5K 0.01%
+43
355
$5K 0.01%
300
356
$5K 0.01%
81
357
$5K 0.01%
349
358
$4K ﹤0.01%
70
359
$4K ﹤0.01%
+46
360
$4K ﹤0.01%
+100
361
$4K ﹤0.01%
+300
362
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200
363
$4K ﹤0.01%
10
364
$4K ﹤0.01%
387
365
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+15
366
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120
367
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120
368
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40
369
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370
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115
371
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139
+1
372
$3K ﹤0.01%
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373
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32
374
$3K ﹤0.01%
+50
375
$3K ﹤0.01%
35
13 14
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