POIA
Pin Oak Investment Advisors Portfolio holdings
AUM
$118M
This Quarter Return
+1.4%
1 Year Return
+4.77%
3 Year Return
+43.54%
5 Year Return
+114.51%
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(0%)
Cap. Flow
-$235K
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
499
New
6
Increased
11
Reduced
–
Closed
22
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$135K |
| 2 |
TXO Partners LP
TXO
|
$16.2K |
| 3 |
Kimbell Royalty Partners
KRP
|
$14.9K |
| 4 |
Howard Hughes
HHH
|
$11.1K |
| 5 |
Microsoft
MSFT
|
$9.47K |
Top Sells
Sector Composition
| 1 | Energy | 34.67% |
| 2 | Technology | 12.37% |
| 3 | Financials | 6.16% |
| 4 | Communication Services | 5.62% |
| 5 | Real Estate | 4.85% |
