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
$81.1M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.09M
3
+$780K
4
BAC icon
Bank of America
BAC
+$572K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$166K

Top Sells

1
+$2.57M
2
+$1.67M
3
+$1.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$851K
5
OPTU
Optimum Communications Inc
OPTU
+$340K

Sector Composition

1 Energy 44.33%
2 Technology 8.64%
3 Financials 6.9%
4 Healthcare 6.26%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.04%
213
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$31K 0.04%
941
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$31K 0.04%
444
179
$30K 0.04%
860
+96
180
$30K 0.04%
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181
$30K 0.04%
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182
$30K 0.04%
20,000
183
$29K 0.04%
1,454
184
$29K 0.04%
86
185
$29K 0.04%
2,000
186
$29K 0.04%
259
187
$28K 0.03%
114
188
$28K 0.03%
131
189
$28K 0.03%
310
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190
$28K 0.03%
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$27K 0.03%
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193
$27K 0.03%
720
194
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195
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112
197
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249
198
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124
-10
199
$26K 0.03%
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200
$25K 0.03%
90
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