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POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $141M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.76M
3
+$1.56M
4
TSM icon
TSMC
TSM
+$1.1M
5
GS icon
Goldman Sachs
GS
+$1.04M

Top Sells

1
+$969K
2
+$852K
3
+$369K
4
VZ icon
Verizon
VZ
+$301K
5
EPD icon
Enterprise Products Partners
EPD
+$293K

Sector Composition

1 Energy 25.86%
2 Technology 16.94%
3 Financials 8.99%
4 Communication Services 5.88%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.2K 0.03%
476
+58
227
$39.9K 0.03%
+399
228
$39.2K 0.03%
532
229
$39K 0.03%
1,005
230
$39K 0.03%
+294
231
$38.1K 0.03%
+567
232
$37.9K 0.03%
182
233
$37.6K 0.03%
310
-201
234
$36.8K 0.03%
1,170
235
$36.3K 0.03%
487
-54
236
$36K 0.03%
401
237
$35.9K 0.03%
210
238
$35.8K 0.03%
37
239
$35.6K 0.03%
162
240
$35.2K 0.03%
1,054
-16
241
$35.1K 0.03%
400
242
$34.9K 0.02%
90
243
$34.2K 0.02%
+250
244
$34K 0.02%
996
245
$33.4K 0.02%
125
246
$33.3K 0.02%
519
+75
247
$32.8K 0.02%
+48
248
$32.5K 0.02%
258
-58
249
$32.5K 0.02%
100
250
$32K 0.02%
133
-104
8 9
10
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