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
$81.1M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$1.09M
3 +$780K
4
BAC icon
Bank of America
BAC
+$572K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$166K

Top Sells

1 +$2.57M
2 +$1.67M
3 +$1.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$851K
5
ATUS icon
Altice USA
ATUS
+$340K

Sector Composition

1 Energy 44.33%
2 Technology 8.64%
3 Financials 6.9%
4 Healthcare 6.26%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-8,850
427
-188
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$0 ﹤0.01%
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$0 ﹤0.01%
20
431
-69
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-6
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$0 ﹤0.01%
10
434
$0 ﹤0.01%
200
435
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436
$0 ﹤0.01%
1
437
-124
438
$0 ﹤0.01%
128
439
-56,987
440
-931
441
-162,659