POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.91M
3
+$577K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$218K
5
GLD icon
SPDR Gold Trust
GLD
+$103K

Top Sells

1
+$260K
2
+$188K
3
+$121K
4
KHC icon
Kraft Heinz
KHC
+$112K
5
PLTR icon
Palantir
PLTR
+$108K

Sector Composition

1 Energy 39.28%
2 Technology 11.85%
3 Financials 6.65%
4 Healthcare 5.3%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K 0.01%
200
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$13K 0.01%
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$13K 0.01%
100
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$12K 0.01%
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305
$12K 0.01%
381
306
$12K 0.01%
+228
307
$12K 0.01%
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308
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142
309
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100
310
$12K 0.01%
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311
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$12K 0.01%
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$11K 0.01%
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$11K 0.01%
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+2
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$11K 0.01%
473
320
$11K 0.01%
+38
321
$11K 0.01%
304
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324
$11K 0.01%
45
325
$11K 0.01%
232
11 12
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14 15