POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $143M
1-Year Est. Return 10.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$820K
3
+$778K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$762K
5
HHH icon
Howard Hughes
HHH
+$362K

Top Sells

1
+$3.85M
2
+$3.22M
3
+$2.57M
4
MCD icon
McDonald's
MCD
+$2.51M
5
RCL icon
Royal Caribbean
RCL
+$882K

Sector Composition

1 Energy 32.89%
2 Technology 13.34%
3 Financials 7.32%
4 Communication Services 5.36%
5 Real Estate 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
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