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
$133M
AUM Growth
-$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$1.19M
3 +$885K
4
IBKR icon
Interactive Brokers
IBKR
+$635K
5
GT icon
Goodyear
GT
+$574K

Top Sells

1 +$3.17M
2 +$2.81M
3 +$2.68M
4
TALO icon
Talos Energy
TALO
+$1.15M
5
XOM icon
Exxon Mobil
XOM
+$377K

Sector Composition

1 Energy 24.79%
2 Financials 12.66%
3 Healthcare 7.96%
4 Communication Services 7.34%
5 Consumer Staples 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-65
452
-126
453
-50
454
-650
455
-4,754
456
-1,060
457
-1
458
-4,507
459
-2
460
-24
461
-1
462
-53
463
-46