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
$88.8M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$914K
3
+$870K
4
GT icon
Goodyear
GT
+$481K
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$325K

Top Sells

1
+$2.65M
2
+$2.56M
3
+$1.38M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$923K
5
LOW icon
Lowe's Companies
LOW
+$183K

Sector Composition

1 Energy 45.96%
2 Technology 11.54%
3 Financials 6.78%
4 Healthcare 5.84%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32K 0.04%
2,000
202
$32K 0.04%
+310
203
$31K 0.03%
668
204
$31K 0.03%
293
205
$31K 0.03%
68
-173
206
$31K 0.03%
90
207
$31K 0.03%
1,860
208
$31K 0.03%
1,063
+50
209
$31K 0.03%
671
210
$30K 0.03%
893
211
$30K 0.03%
1,702
+516
212
$29K 0.03%
1,080
213
$29K 0.03%
865
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214
$28K 0.03%
259
-54
215
$28K 0.03%
284
+88
216
$27K 0.03%
1,005
217
$27K 0.03%
111
218
$27K 0.03%
1,000
219
$26K 0.03%
272
220
$26K 0.03%
299
221
$26K 0.03%
249
222
$25K 0.03%
168
-220
223
$25K 0.03%
261
224
$25K 0.03%
419
225
$25K 0.03%
382
-194
7 8
9
10 11