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
$108M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.3M
3
+$716K
4
MAC icon
Macerich
MAC
+$220K
5
ABBV icon
AbbVie
ABBV
+$136K

Top Sells

1
+$2.4M
2
+$1.97M
3
+$1.85M
4
GS icon
Goldman Sachs
GS
+$1.74M
5
PSX icon
Phillips 66
PSX
+$1.62M

Sector Composition

1 Financials 20.58%
2 Energy 18.05%
3 Technology 8.73%
4 Industrials 8.17%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39K 0.04%
2,112
177
$39K 0.04%
496
178
$38K 0.04%
164
179
$38K 0.04%
960
180
$38K 0.04%
437
181
$36K 0.03%
124
182
$36K 0.03%
586
183
$35K 0.03%
785
184
$35K 0.03%
1,900
185
$35K 0.03%
615
186
$35K 0.03%
249
187
$34K 0.03%
469
-22,292
188
$34K 0.03%
594
189
$34K 0.03%
324
190
$33K 0.03%
312
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191
$32K 0.03%
184
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192
$32K 0.03%
107
193
$31K 0.03%
403
194
$31K 0.03%
288
195
$30K 0.03%
516
+189
196
$30K 0.03%
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197
$30K 0.03%
168
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198
$29K 0.03%
232
199
$29K 0.03%
268
200
$28K 0.03%
219
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8
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