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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
$108M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.08M
3
+$669K
4
MAC icon
Macerich
MAC
+$190K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$125K

Top Sells

1
+$2.38M
2
+$1.99M
3
+$1.66M
4
PSX icon
Phillips 66
PSX
+$1.58M
5
LOW icon
Lowe's Companies
LOW
+$1.56M

Sector Composition

1 Financials 20.58%
2 Energy 18.05%
3 Technology 8.73%
4 Industrials 8.17%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
863
352
$3K ﹤0.01%
344
353
$3K ﹤0.01%
64
354
$3K ﹤0.01%
+260
355
$3K ﹤0.01%
150
356
$3K ﹤0.01%
124
+83
357
$3K ﹤0.01%
1,171
358
$3K ﹤0.01%
500
-3,306
359
$3K ﹤0.01%
100
360
$3K ﹤0.01%
31
-17
361
$3K ﹤0.01%
1,000
362
$2K ﹤0.01%
11
363
$2K ﹤0.01%
100
364
$2K ﹤0.01%
55
365
$1K ﹤0.01%
182
366
$1K ﹤0.01%
50
367
$1K ﹤0.01%
40
368
$1K ﹤0.01%
37
369
$1K ﹤0.01%
75
370
$1K ﹤0.01%
+16
371
$1K ﹤0.01%
35
372
$1K ﹤0.01%
100
373
$1K ﹤0.01%
30
374
$1K ﹤0.01%
100
375
$1K ﹤0.01%
+85
13 14
15
16 17