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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
$122M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.89M
3
+$1.69M
4
KRP icon
Kimbell Royalty Partners
KRP
+$1.1M
5
EOG icon
EOG Resources
EOG
+$446K

Top Sells

1
+$3.96M
2
+$1.78M
3
+$1.63M
4
CHTR icon
Charter Communications
CHTR
+$1.45M
5
MCK icon
McKesson
MCK
+$1.42M

Sector Composition

1 Energy 22.78%
2 Financials 20.06%
3 Communication Services 6.97%
4 Technology 6.83%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K 0.01%
90
302
$13K 0.01%
159
303
$13K 0.01%
591
304
$12K 0.01%
2,703
305
$12K 0.01%
400
306
$12K 0.01%
280
307
$12K 0.01%
120
308
$12K 0.01%
240
-81,234
309
$12K 0.01%
281
310
$12K 0.01%
277
311
$12K 0.01%
131
312
$12K 0.01%
280
313
$12K 0.01%
258
314
$12K 0.01%
1,032
315
$11K 0.01%
131
316
$11K 0.01%
359
317
$11K 0.01%
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318
$11K 0.01%
+869
319
$11K 0.01%
128
320
$11K 0.01%
100
321
$11K 0.01%
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322
$11K 0.01%
268
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$10K 0.01%
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324
$10K 0.01%
+707
325
$10K 0.01%
1,171
11 12
13
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