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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
$88.8M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$901K
3
+$830K
4
GT icon
Goodyear
GT
+$526K
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$337K

Top Sells

1
+$2.7M
2
+$2.56M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$912K
5
LOW icon
Lowe's Companies
LOW
+$198K

Sector Composition

1 Energy 45.96%
2 Technology 11.54%
3 Financials 6.78%
4 Healthcare 5.84%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
135
302
$12K 0.01%
100
303
$12K 0.01%
168
-42
304
$12K 0.01%
100
305
$12K 0.01%
128
-356
306
$11K 0.01%
473
307
$11K 0.01%
36
-119
308
$11K 0.01%
304
309
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122
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$11K 0.01%
350
311
$11K 0.01%
135
312
$11K 0.01%
464
313
$11K 0.01%
45
-160
314
$11K 0.01%
206
315
$10K 0.01%
1,189
316
$10K 0.01%
285
317
$10K 0.01%
205
318
$10K 0.01%
232
319
$10K 0.01%
89
320
$10K 0.01%
479
321
$10K 0.01%
+247
322
$10K 0.01%
324
-40
323
$10K 0.01%
142
324
$10K 0.01%
133
325
$10K 0.01%
400
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