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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
$90.2M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.04M
3
+$779K
4
TDOC icon
Teladoc Health
TDOC
+$552K
5
BA icon
Boeing
BA
+$399K

Top Sells

1
+$1.17M
2
+$704K
3
+$302K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$263K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$117K

Sector Composition

1 Energy 42.3%
2 Technology 12.85%
3 Financials 7.09%
4 Healthcare 5.88%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
100
302
$12K 0.01%
288
+28
303
$12K 0.01%
206
304
$12K 0.01%
424
-100
305
$12K 0.01%
500
306
$11K 0.01%
473
307
$11K 0.01%
304
308
$11K 0.01%
3,502
309
$11K 0.01%
280
310
$11K 0.01%
135
311
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100
312
$11K 0.01%
89
313
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479
314
$11K 0.01%
65
315
$11K 0.01%
350
316
$11K 0.01%
+135
317
$11K 0.01%
1,189
318
$10K 0.01%
52
-40
319
$10K 0.01%
205
320
$10K 0.01%
232
321
$10K 0.01%
200
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$10K 0.01%
80
323
$10K 0.01%
800
324
$10K 0.01%
+40
325
$10K 0.01%
133
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