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
$110M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$840K
3
+$806K
4
TXO icon
TXO Partners LP
TXO
+$381K
5
FUN icon
Cedar Fair
FUN
+$241K

Top Sells

1
+$633K
2
+$311K
3
+$309K
4
WMT icon
Walmart
WMT
+$189K
5
HHH icon
Howard Hughes
HHH
+$182K

Sector Composition

1 Energy 34.65%
2 Technology 12.37%
3 Financials 6.29%
4 Communication Services 5.61%
5 Real Estate 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
125
427
$2K ﹤0.01%
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428
$2K ﹤0.01%
100
429
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+36
430
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+39
431
$2K ﹤0.01%
44
432
$2K ﹤0.01%
42
433
$2K ﹤0.01%
50
434
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25
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$2K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
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+10
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$2K ﹤0.01%
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$2K ﹤0.01%
+63
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$2K ﹤0.01%
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$2K ﹤0.01%
40
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$2K ﹤0.01%
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+90
446
$1K ﹤0.01%
100
447
$1K ﹤0.01%
70
448
$1K ﹤0.01%
75
-100
449
$1K ﹤0.01%
10
450
$1K ﹤0.01%
100
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