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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
$98.3M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$277K
3
+$130K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$128K
5
FSK icon
FS KKR Capital
FSK
+$120K

Top Sells

1
+$3.54M
2
+$2.78M
3
+$2.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.44M
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$2.08M

Sector Composition

1 Energy 28.59%
2 Financials 19.63%
3 Communication Services 11.77%
4 Technology 8.58%
5 Healthcare 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
100
377
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+47
378
$2K ﹤0.01%
30
379
$2K ﹤0.01%
124
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380
$2K ﹤0.01%
+54
381
$2K ﹤0.01%
100
382
$1K ﹤0.01%
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383
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384
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385
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13
386
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29
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$1K ﹤0.01%
42
388
$1K ﹤0.01%
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389
$1K ﹤0.01%
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$1K ﹤0.01%
+36
391
$1K ﹤0.01%
136
392
$1K ﹤0.01%
+10
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395
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396
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46
397
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22
398
$1K ﹤0.01%
43
399
$1K ﹤0.01%
39
400
$1K ﹤0.01%
40
14 15
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