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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
$93.6M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.2M
3
+$1.98M
4
SHEL icon
Shell
SHEL
+$826K
5
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$680K

Top Sells

1
+$4.66M
2
+$3.96M
3
+$3.45M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.32M
5
AR icon
Antero Resources
AR
+$1.99M

Sector Composition

1 Energy 39.02%
2 Technology 10.27%
3 Healthcare 9.89%
4 Financials 7.38%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10K 0.01%
164
327
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324
328
$10K 0.01%
460
329
$10K 0.01%
100
330
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331
$10K 0.01%
1,100
+200
332
$10K 0.01%
125
333
$9K 0.01%
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334
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100
335
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336
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+140
337
$8K 0.01%
100
338
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200
339
$8K 0.01%
742
340
$8K 0.01%
+225
341
$8K 0.01%
37
342
$7K 0.01%
175
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$7K 0.01%
460
344
$7K 0.01%
162
345
$7K 0.01%
144
+2
346
$7K 0.01%
125
347
$6K 0.01%
344
348
$6K 0.01%
270
349
$6K 0.01%
70
350
$6K 0.01%
115
12 13
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