POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 4.77%
This Quarter Est. Return
1 Year Est. Return
+4.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.6M
AUM Growth
-$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.35M
3 +$839K
4
ATUS icon
Altice USA
ATUS
+$368K
5
IAU icon
iShares Gold Trust
IAU
+$155K

Top Sells

1 +$4.52M
2 +$3.19M
3 +$558K
4
PNNT
Pennant Park Investment Corp
PNNT
+$308K
5
FSK icon
FS KKR Capital
FSK
+$302K

Sector Composition

1 Energy 32.03%
2 Communication Services 11.97%
3 Financials 11.9%
4 Technology 9.29%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-100
427
-240
428
-61
429
-150
430
-50
431
-481
432
-100