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
$81.8M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$383K
3
+$67.2K
4
KRP icon
Kimbell Royalty Partners
KRP
+$64.8K
5
AMZN icon
Amazon
AMZN
+$52K

Top Sells

1
+$608K
2
+$529K
3
+$101K
4
MSFT icon
Microsoft
MSFT
+$92.7K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61K

Sector Composition

1 Energy 41.04%
2 Technology 9.19%
3 Healthcare 6.54%
4 Financials 6.12%
5 Communication Services 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42K 0.05%
500
152
$42K 0.05%
125
153
$42K 0.05%
+20,000
154
$41K 0.05%
232
155
$41K 0.05%
295
156
$41K 0.05%
238
-95
157
$40K 0.05%
350
158
$39K 0.05%
160
-4
159
$38K 0.05%
605
160
$38K 0.05%
668
161
$38K 0.05%
469
162
$37K 0.05%
+400
163
$37K 0.05%
311
164
$36K 0.04%
516
165
$36K 0.04%
615
166
$36K 0.04%
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167
$36K 0.04%
370
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168
$35K 0.04%
158
169
$35K 0.04%
931
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170
$34K 0.04%
240
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$34K 0.04%
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172
$34K 0.04%
1,614
-1,687
173
$33K 0.04%
504
174
$32K 0.04%
134
175
$32K 0.04%
564
5 6
7
8 9