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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
$125M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.22M
3
+$855K
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$583K
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$446K

Top Sells

1
+$2.93M
2
+$1.19M
3
+$1.03M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$560K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$523K

Sector Composition

1 Energy 23.69%
2 Financials 17.98%
3 Communication Services 7.85%
4 Healthcare 7.5%
5 Technology 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K 0.01%
83
352
$8K 0.01%
420
353
$8K 0.01%
397
354
$7K 0.01%
176
355
$7K 0.01%
500
-850
356
$7K 0.01%
382
+335
357
$7K 0.01%
+260
358
$7K 0.01%
+427
359
$7K 0.01%
+151
360
$6K ﹤0.01%
145
361
$6K ﹤0.01%
344
362
$6K ﹤0.01%
290
363
$6K ﹤0.01%
459
+384
364
$6K ﹤0.01%
313
365
$6K ﹤0.01%
42
366
$6K ﹤0.01%
100
367
$6K ﹤0.01%
63
368
$6K ﹤0.01%
183
369
$6K ﹤0.01%
+83
370
$6K ﹤0.01%
1,000
371
$5K ﹤0.01%
202
372
$5K ﹤0.01%
+182
373
$5K ﹤0.01%
50
374
$5K ﹤0.01%
100
375
$5K ﹤0.01%
93
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