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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
$122M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$481K
3
+$361K
4
ARCC icon
Ares Capital
ARCC
+$354K
5
HIO
Western Asset High Income Opportunity Fund
HIO
+$336K

Top Sells

1
+$2.88M
2
+$1.07M
3
+$717K
4
MIC
Macquarie Infrastructure Holdings, LLC
MIC
+$284K
5
KRP icon
Kimbell Royalty Partners
KRP
+$214K

Sector Composition

1 Financials 20.14%
2 Energy 18.76%
3 Communication Services 9.6%
4 Technology 8.65%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K 0.01%
1,821
352
$8K 0.01%
100
353
$8K 0.01%
120
354
$8K 0.01%
299
355
$8K 0.01%
494
356
$8K 0.01%
192
357
$8K 0.01%
37
358
$7K 0.01%
438
359
$7K 0.01%
70
360
$7K 0.01%
115
361
$7K 0.01%
420
362
$7K 0.01%
+742
363
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304
364
$7K 0.01%
101
365
$7K 0.01%
403
366
$6K ﹤0.01%
425
367
$6K ﹤0.01%
+108
368
$6K ﹤0.01%
+138
369
$6K ﹤0.01%
49
370
$6K ﹤0.01%
+140
371
$6K ﹤0.01%
125
372
$6K ﹤0.01%
+85
373
$6K ﹤0.01%
263
-300
374
$5K ﹤0.01%
250
375
$5K ﹤0.01%
285
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