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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
$98.7M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.5M
3
+$607K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$203K
5
GLD icon
SPDR Gold Trust
GLD
+$99K

Top Sells

1
+$262K
2
+$188K
3
+$127K
4
PLTR icon
Palantir
PLTR
+$112K
5
KHC icon
Kraft Heinz
KHC
+$103K

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
302
$13K 0.01%
168
303
$13K 0.01%
100
-22
304
$12K 0.01%
110
305
$12K 0.01%
479
306
$12K 0.01%
+80
307
$12K 0.01%
381
308
$12K 0.01%
+228
309
$12K 0.01%
+174
310
$12K 0.01%
142
311
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100
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$12K 0.01%
350
313
$12K 0.01%
200
314
$12K 0.01%
464
315
$12K 0.01%
500
316
$11K 0.01%
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$11K 0.01%
89
318
$11K 0.01%
249
+2
319
$11K 0.01%
473
320
$11K 0.01%
304
321
$11K 0.01%
135
322
$11K 0.01%
+11
323
$11K 0.01%
45
324
$11K 0.01%
206
325
$11K 0.01%
1,189
11 12
13
14 15