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
$90.2M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.18M
3
+$813K
4
TDOC icon
Teladoc Health
TDOC
+$555K
5
BA icon
Boeing
BA
+$405K

Top Sells

1
+$1.17M
2
+$704K
3
+$318K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$280K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$129K

Sector Composition

1 Energy 42.3%
2 Technology 12.85%
3 Financials 7.09%
4 Healthcare 5.88%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
22
427
$2K ﹤0.01%
70
428
$2K ﹤0.01%
100
-100
429
$2K ﹤0.01%
223
430
$2K ﹤0.01%
33
431
$2K ﹤0.01%
12
432
$2K ﹤0.01%
40
433
$2K ﹤0.01%
84
434
$2K ﹤0.01%
105
435
$2K ﹤0.01%
125
436
$2K ﹤0.01%
+9
437
$2K ﹤0.01%
154
438
$1K ﹤0.01%
100
439
$1K ﹤0.01%
100
440
$1K ﹤0.01%
+38
441
$1K ﹤0.01%
+24
442
$1K ﹤0.01%
18
443
$1K ﹤0.01%
100
444
$1K ﹤0.01%
113
445
$1K ﹤0.01%
32
446
$1K ﹤0.01%
40
447
$1K ﹤0.01%
+8
448
$1K ﹤0.01%
30
449
$1K ﹤0.01%
15
450
$1K ﹤0.01%
25
16 17
18
19 20