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
401
$4K ﹤0.01%
300
402
$4K ﹤0.01%
1,280
403
$4K ﹤0.01%
300
404
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28
405
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+46
406
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48
407
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408
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120
409
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40
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412
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413
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415
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416
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42
417
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142
418
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419
$3K ﹤0.01%
95
420
$3K ﹤0.01%
+250
421
$3K ﹤0.01%
29
422
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30
423
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25
424
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94
425
$3K ﹤0.01%
41
15 16
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