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
$104M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$490K
2
+$296K
3
+$284K
4
AMX icon
America Movil
AMX
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$132K

Top Sells

1
+$1.05M
2
+$113K
3
+$101K
4
KRP icon
Kimbell Royalty Partners
KRP
+$94.3K
5
FLR icon
Fluor
FLR
+$66.8K

Sector Composition

1 Energy 39.1%
2 Technology 11.08%
3 Financials 7.45%
4 Healthcare 5.12%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
16
402
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403
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404
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405
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95
406
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+50
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41
417
$3K ﹤0.01%
+140
418
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+50
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$2K ﹤0.01%
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425
$2K ﹤0.01%
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