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
$128M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Sells

1 +$1.15M
2 +$687K
3 +$541K
4
BX icon
Blackstone
BX
+$438K
5
GIS icon
General Mills
GIS
+$357K

Sector Composition

1 Energy 22.11%
2 Financials 18.96%
3 Healthcare 7.76%
4 Communication Services 7.49%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
1,000
402
$5K ﹤0.01%
+45
403
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344
404
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405
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406
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425
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142
+42
408
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409
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475
410
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20
411
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+133
412
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183
413
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45
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1,930
415
$4K ﹤0.01%
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+20
417
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418
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240
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$4K ﹤0.01%
93
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330
423
$4K ﹤0.01%
+79
424
$4K ﹤0.01%
100
425
$4K ﹤0.01%
250