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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
$81.8M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$421K
3
+$114K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$72.9K
5
KRP icon
Kimbell Royalty Partners
KRP
+$71.8K

Top Sells

1
+$684K
2
+$529K
3
+$102K
4
MSFT icon
Microsoft
MSFT
+$98K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$65.9K

Sector Composition

1 Energy 41.04%
2 Technology 9.19%
3 Healthcare 6.54%
4 Financials 6.12%
5 Communication Services 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.02%
299
252
$17K 0.02%
230
253
$17K 0.02%
177
254
$17K 0.02%
1,000
255
$17K 0.02%
282
256
$16K 0.02%
65
257
$16K 0.02%
892
258
$16K 0.02%
118
259
$16K 0.02%
424
260
$16K 0.02%
1,475
261
$15K 0.02%
289
262
$15K 0.02%
425
263
$15K 0.02%
135
264
$15K 0.02%
869
265
$15K 0.02%
54
266
$15K 0.02%
350
267
$15K 0.02%
200
268
$15K 0.02%
490
269
$15K 0.02%
246
-7
270
$14K 0.02%
479
271
$14K 0.02%
304
-275
272
$14K 0.02%
248
273
$13K 0.02%
148
274
$13K 0.02%
232
275
$13K 0.02%
686
9 10
11
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