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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
251
$31.9K 0.02%
103
252
$31.8K 0.02%
116
253
$31.7K 0.02%
1,253
254
$31.6K 0.02%
1,186
255
$31.4K 0.02%
+959
256
$31.1K 0.02%
53
257
$30.6K 0.02%
16
258
$30.5K 0.02%
+730
259
$30.2K 0.02%
2,526
+1
260
$29.9K 0.02%
523
+23
261
$29.7K 0.02%
300
262
$29.5K 0.02%
66
-15
263
$29.1K 0.02%
484
+209
264
$29.1K 0.02%
596
265
$28.8K 0.02%
+1,400
266
$28.7K 0.02%
353
267
$28.6K 0.02%
+1,706
268
$28.4K 0.02%
300
269
$28.2K 0.02%
445
-603
270
$27.7K 0.02%
94
271
$27.1K 0.02%
386
-1,857
272
$27K 0.02%
1,160
-70
273
$26.9K 0.02%
193
274
$26.8K 0.02%
227
-45
275
$26.7K 0.02%
131
+7
9 10
11
12 13