We are live on ! Find out more
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
$98.7M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$4.51M
2 +$2.5M
3 +$607K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$203K
5
GLD icon
SPDR Gold Trust
GLD
+$99K

Top Sells

1 +$262K
2 +$188K
3 +$127K
4
PLTR icon
Palantir
PLTR
+$112K
5
KHC icon
Kraft Heinz
KHC
+$103K

Sector Composition

1 Energy 39.28%
2 Technology 11.85%
3 Financials 6.65%
4 Healthcare 5.3%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K 0.01%
+100
352
$7K 0.01%
74
353
$7K 0.01%
372
354
$7K 0.01%
132
355
$7K 0.01%
228
356
$7K 0.01%
460
357
$7K 0.01%
49
358
$7K 0.01%
150
+2
359
$7K 0.01%
720
360
$7K 0.01%
16
361
$7K 0.01%
272
362
$6K 0.01%
175
-250
363
$6K 0.01%
344
364
$6K 0.01%
50
365
$6K 0.01%
87
366
$6K 0.01%
175
367
$6K 0.01%
71
368
$6K 0.01%
63
369
$6K 0.01%
103
370
$6K 0.01%
24
371
$6K 0.01%
34
372
$6K 0.01%
35
373
$6K 0.01%
64
374
$6K 0.01%
78
375
$6K 0.01%
43