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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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.92M
3
+$3.1M
4
NMFC icon
New Mountain Finance
NMFC
+$3.07M
5
GM icon
General Motors
GM
+$2.89M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.8%
2 Financials 14.23%
3 Healthcare 8.16%
4 Consumer Discretionary 7.23%
5 Technology 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K 0.01%
+183
327
$12K 0.01%
+340
328
$12K 0.01%
+863
329
$12K 0.01%
+403
330
$11K 0.01%
+112
331
$11K 0.01%
+150
332
$11K 0.01%
+248
333
$11K 0.01%
+240
334
$11K 0.01%
+140
335
$11K 0.01%
+207
336
$11K 0.01%
+1,002
337
$10K 0.01%
+150
338
$10K 0.01%
+707
339
$9K 0.01%
+51
340
$9K 0.01%
+100
341
$9K 0.01%
+115
342
$9K 0.01%
+248
343
$9K 0.01%
+95
344
$9K 0.01%
+400
345
$9K 0.01%
+714
346
$8K 0.01%
+64
347
$8K 0.01%
+84
348
$8K 0.01%
+1,300
349
$8K 0.01%
+57
350
$8K 0.01%
+100
12 13
14
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