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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
$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
326
$16.3K 0.01%
+107
327
$15.9K 0.01%
370
328
$15.8K 0.01%
348
-30
329
$15.7K 0.01%
206
330
$15.4K 0.01%
294
+219
331
$15.3K 0.01%
498
+117
332
$15.1K 0.01%
196
333
$14.7K 0.01%
31
334
$14.7K 0.01%
500
335
$14.5K 0.01%
2,000
336
$14.5K 0.01%
55
-61
337
$14.4K 0.01%
63
338
$14.4K 0.01%
485
339
$14.3K 0.01%
260
340
$14K 0.01%
213
-35
341
$13.9K 0.01%
479
342
$13.8K 0.01%
219
343
$13.6K 0.01%
1,000
344
$13.1K 0.01%
175
345
$12.7K 0.01%
+178
346
$12.5K 0.01%
204
347
$12.2K 0.01%
+137
348
$12.2K 0.01%
25
-155
349
$12K 0.01%
176
350
$11.7K 0.01%
622
12 13
14
15 16