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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
276
$26.4K 0.02%
690
277
$26.4K 0.02%
336
278
$26.2K 0.02%
200
279
$25.9K 0.02%
1,000
-450
280
$25.8K 0.02%
185
281
$25.7K 0.02%
11
282
$25.7K 0.02%
350
283
$25.5K 0.02%
259
284
$25.5K 0.02%
243
285
$25.1K 0.02%
330
286
$24.9K 0.02%
1,713
287
$24.9K 0.02%
22,003
+74
288
$24.6K 0.02%
453
+403
289
$24.3K 0.02%
168
290
$23.8K 0.02%
247
291
$23.8K 0.02%
142
292
$23.6K 0.02%
425
293
$23.3K 0.02%
445
+350
294
$23K 0.02%
+792
295
$22.9K 0.02%
378
-81
296
$22.6K 0.02%
590
297
$22.6K 0.02%
100
298
$22.3K 0.02%
234
299
$21.8K 0.02%
110
-30
300
$21.7K 0.02%
465
10 11
12
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