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
$88.8M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$914K
3
+$870K
4
GT icon
Goodyear
GT
+$481K
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$325K

Top Sells

1
+$2.65M
2
+$2.56M
3
+$1.38M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$923K
5
LOW icon
Lowe's Companies
LOW
+$183K

Sector Composition

1 Energy 45.96%
2 Technology 11.54%
3 Financials 6.78%
4 Healthcare 5.84%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K 0.01%
450
377
$5K 0.01%
103
378
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83
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120
-16
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381
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100
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1,782
384
$5K 0.01%
64
385
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+200
386
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387
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388
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389
$5K 0.01%
30,000
390
$4K ﹤0.01%
16
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391
$4K ﹤0.01%
87
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$4K ﹤0.01%
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$4K ﹤0.01%
39
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$4K ﹤0.01%
35
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$4K ﹤0.01%
+42
396
$4K ﹤0.01%
81
397
$4K ﹤0.01%
35
398
$4K ﹤0.01%
165
+2
399
$4K ﹤0.01%
16
400
$4K ﹤0.01%
7
14 15
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