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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
$140M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.76M
3
+$1.56M
4
TSM icon
TSMC
TSM
+$1.1M
5
GS icon
Goldman Sachs
GS
+$1.04M

Top Sells

1
+$969K
2
+$852K
3
+$369K
4
VZ icon
Verizon
VZ
+$301K
5
EPD icon
Enterprise Products Partners
EPD
+$293K

Sector Composition

1 Energy 25.86%
2 Technology 16.94%
3 Financials 8.99%
4 Communication Services 5.88%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11.5K 0.01%
1,280
352
$11.5K 0.01%
1,189
353
$11.5K 0.01%
350
354
$11.5K 0.01%
628
355
$11.5K 0.01%
285
+1
356
$11.3K 0.01%
+249
357
$11.3K 0.01%
460
358
$11.3K 0.01%
+63
359
$11.2K 0.01%
+155
360
$11.1K 0.01%
348
+2
361
$10.9K 0.01%
120
362
$10.7K 0.01%
+442
363
$10.7K 0.01%
85
364
$10.4K 0.01%
300
365
$10.3K 0.01%
+1,146
366
$10.2K 0.01%
360
367
$10.1K 0.01%
+70
368
$10K 0.01%
48
369
$10K 0.01%
100
370
$9.95K 0.01%
222
371
$9.81K 0.01%
80
372
$9.58K 0.01%
639
-2,483
373
$9.52K 0.01%
+45
374
$9.34K 0.01%
+969
375
$9.25K 0.01%
+163
13 14
15
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