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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
$79.7M
AUM Growth
-$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$265K
3
+$48.5K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.9K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$32.8K

Top Sells

1
+$583K
2
+$260K
3
+$186K
4
PAGP icon
Plains GP Holdings
PAGP
+$109K
5
OPTU
Optimum Communications Inc
OPTU
+$105K

Sector Composition

1 Energy 46.2%
2 Technology 8.71%
3 Financials 6.21%
4 Healthcare 5.57%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
40
352
$3K ﹤0.01%
41
353
$3K ﹤0.01%
1,280
354
$2K ﹤0.01%
91
355
$2K ﹤0.01%
20
-235
356
$2K ﹤0.01%
154
357
$2K ﹤0.01%
23
358
$2K ﹤0.01%
76
-77
359
$2K ﹤0.01%
11
360
$2K ﹤0.01%
22
361
$2K ﹤0.01%
70
362
$2K ﹤0.01%
90
363
$2K ﹤0.01%
223
364
$2K ﹤0.01%
30
365
$2K ﹤0.01%
12
-63
366
$1K ﹤0.01%
100
367
$1K ﹤0.01%
51
368
$1K ﹤0.01%
+18
369
$1K ﹤0.01%
32
370
$1K ﹤0.01%
+16
371
$1K ﹤0.01%
50
372
$1K ﹤0.01%
123
+1
373
$1K ﹤0.01%
40
374
$1K ﹤0.01%
152
375
$1K ﹤0.01%
75
13 14
15
16 17