POIA
Pin Oak Investment Advisors Portfolio holdings
AUM
$118M
1-Year Return
4.77%
This Quarter Return
+2.6%
1 Year Return
+4.77%
3 Year Return
+43.54%
5 Year Return
+114.51%
10 Year Return
–
AUM
$80.8M
AUM Growth
-$251K
(-0.31%)
Cap. Flow
-$640K
Cap. Flow
% of AUM
-0.79%
Top 10 Holdings %
Top 10 Hldgs %
43.13%
Holding
457
New
30
Increased
54
Reduced
40
Closed
17
Top Buys
| 1 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$1.17M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$704K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$307K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$214K |
| 5 |
NVIDIA
NVDA
|
$176K |
Top Sells
Sector Composition
| 1 | Energy | 42.71% |
| 2 | Technology | 11.84% |
| 3 | Financials | 7.31% |
| 4 | Healthcare | 5.43% |
| 5 | Communication Services | 4.37% |
