We are live on ! Find out more
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
$140M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.76M
3
+$1.56M
4
TSM icon
TSMC
TSM
+$1.1M
5
GS icon
Goldman Sachs
GS
+$1.04M

Top Sells

1
+$969K
2
+$852K
3
+$369K
4
VZ icon
Verizon
VZ
+$301K
5
EPD icon
Enterprise Products Partners
EPD
+$293K

Sector Composition

1 Energy 25.86%
2 Technology 16.94%
3 Financials 8.99%
4 Communication Services 5.88%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21.6K 0.02%
100
302
$21.4K 0.02%
905
-175
303
$21.4K 0.02%
224
304
$21.4K 0.02%
686
-292
305
$21.4K 0.02%
2,381
-609
306
$21.3K 0.02%
600
307
$21.3K 0.02%
158
308
$20.6K 0.01%
250
309
$20.2K 0.01%
420
310
$19.7K 0.01%
152
311
$19.6K 0.01%
2,000
312
$19.5K 0.01%
+192
313
$19.4K 0.01%
384
314
$19.1K 0.01%
151
315
$18.8K 0.01%
1,465
316
$18.7K 0.01%
59
317
$18.5K 0.01%
+2,762
318
$17.9K 0.01%
128
319
$17.8K 0.01%
135
320
$17.4K 0.01%
+398
321
$17.3K 0.01%
310
-700
322
$17.2K 0.01%
22
323
$16.8K 0.01%
382
324
$16.8K 0.01%
63
325
$16.4K 0.01%
268
11 12
13
14 15