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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
$81.1M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$956K
3
+$838K
4
BAC icon
Bank of America
BAC
+$595K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$171K

Top Sells

1
+$2.57M
2
+$1.67M
3
+$1.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$851K
5
OPTU
Optimum Communications Inc
OPTU
+$366K

Sector Composition

1 Energy 44.33%
2 Technology 8.64%
3 Financials 6.9%
4 Healthcare 6.26%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K 0.01%
175
302
$9K 0.01%
+112
303
$9K 0.01%
+49
304
$9K 0.01%
800
305
$9K 0.01%
25
306
$9K 0.01%
222
+200
307
$9K 0.01%
125
308
$8K 0.01%
100
309
$8K 0.01%
372
310
$8K 0.01%
228
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$8K 0.01%
80
312
$8K 0.01%
459
313
$8K 0.01%
+251
314
$8K 0.01%
425
315
$8K 0.01%
+49
316
$7K 0.01%
74
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317
$7K 0.01%
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318
$7K 0.01%
+400
319
$7K 0.01%
+175
320
$7K 0.01%
+71
321
$7K 0.01%
200
322
$7K 0.01%
132
323
$7K 0.01%
+83
324
$7K 0.01%
150
325
$7K 0.01%
142
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