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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
$113M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.58M
3
+$1.39M
4
ET icon
Energy Transfer Partners
ET
+$1.36M
5
CHTR icon
Charter Communications
CHTR
+$1.25M

Top Sells

1
+$2.05M
2
+$1.93M
3
+$1.52M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$1.18M
5
APA icon
APA Corp
APA
+$880K

Sector Composition

1 Energy 22.33%
2 Financials 15.6%
3 Healthcare 7.92%
4 Communication Services 7.56%
5 Technology 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9K 0.01%
456
-767
327
$9K 0.01%
400
328
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+127
329
$9K 0.01%
200
330
$9K 0.01%
+190
331
$9K 0.01%
227
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$9K 0.01%
869
333
$9K 0.01%
280
334
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304
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84
336
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359
337
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57
338
$8K 0.01%
324
339
$8K 0.01%
360
340
$8K 0.01%
2,903
341
$7K 0.01%
+285
342
$7K 0.01%
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343
$7K 0.01%
+83
344
$7K 0.01%
420
345
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-84
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347
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$7K 0.01%
235
-1
349
$7K 0.01%
46
+8
350
$7K 0.01%
340
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