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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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.92M
3
+$3.1M
4
NMFC icon
New Mountain Finance
NMFC
+$3.07M
5
GM icon
General Motors
GM
+$2.89M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.8%
2 Financials 14.23%
3 Healthcare 8.16%
4 Consumer Discretionary 7.23%
5 Technology 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
+81
377
$6K ﹤0.01%
+43
378
$6K ﹤0.01%
+1,930
379
$6K ﹤0.01%
+2,627
380
$6K ﹤0.01%
+107
381
$6K ﹤0.01%
+330
382
$5K ﹤0.01%
+94
383
$5K ﹤0.01%
+475
384
$5K ﹤0.01%
+576
385
$5K ﹤0.01%
+145
386
$5K ﹤0.01%
+310
387
$5K ﹤0.01%
+30
388
$5K ﹤0.01%
+245
389
$5K ﹤0.01%
+282
390
$4K ﹤0.01%
+65
391
$4K ﹤0.01%
+87
392
$4K ﹤0.01%
+35
393
$4K ﹤0.01%
+50
394
$4K ﹤0.01%
+104
395
$4K ﹤0.01%
+150
396
$4K ﹤0.01%
+250
397
$4K ﹤0.01%
+42
398
$4K ﹤0.01%
+100
399
$4K ﹤0.01%
+475
400
$4K ﹤0.01%
+26
14 15
16
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