POIA
Pin Oak Investment Advisors Portfolio holdings
AUM
$143M
1-Year Est. Return
9.86%
This Fund
S&P 500
1 Year Est. Return
+9.86%
AUM
$118M
AUM Growth
-$3.9M
(-3.2%)
Holding
439
Top Buys
| 1 | +$702K | |
| 2 | +$561K | |
| 3 | +$546K | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$367K |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$331K |
Top Sells
| 1 | +$3.69M | |
| 2 | +$2.57M | |
| 3 | +$1.74M | |
| 4 |
EOG Resources
EOG
|
+$1.07M |
| 5 |
MIC
Macquarie Infrastructure Holdings, LLC
MIC
|
+$1.04M |
Sector Composition
| 1 | Financials | 21.34% |
| 2 | Energy | 20.42% |
| 3 | Communication Services | 9.95% |
| 4 | Technology | 7.75% |
| 5 | Healthcare | 4.8% |