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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
326
$11K 0.01%
424
327
$11K 0.01%
+38
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$10K 0.01%
3,502
329
$10K 0.01%
285
330
$10K 0.01%
205
331
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46
332
$10K 0.01%
80
333
$10K 0.01%
40
334
$10K 0.01%
459
335
$10K 0.01%
133
336
$10K 0.01%
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337
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260
338
$9K 0.01%
100
339
$9K 0.01%
222
340
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349
341
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63
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343
$9K 0.01%
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344
$9K 0.01%
460
345
$9K 0.01%
251
346
$9K 0.01%
+14
347
$8K 0.01%
200
348
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150
349
$8K 0.01%
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350
$8K 0.01%
50
12 13
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15 16