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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
$90.6M
AUM Growth
-$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.23M
3
+$855K
4
OPTU
Optimum Communications Inc
OPTU
+$518K
5
NG icon
NovaGold Resources
NG
+$164K

Top Sells

1
+$4.35M
2
+$3.19M
3
+$543K
4
PNNT
Pennant Park Investment Corp
PNNT
+$308K
5
FSK icon
FS KKR Capital
FSK
+$302K

Sector Composition

1 Energy 32.03%
2 Communication Services 11.97%
3 Financials 11.9%
4 Technology 9.29%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
84
377
$2K ﹤0.01%
95
-26,500
378
$2K ﹤0.01%
100
379
$2K ﹤0.01%
30
380
$2K ﹤0.01%
124
381
$2K ﹤0.01%
54
382
$2K ﹤0.01%
154
383
$1K ﹤0.01%
13
384
$1K ﹤0.01%
75
385
$1K ﹤0.01%
20
386
$1K ﹤0.01%
41
-83
387
$1K ﹤0.01%
10
388
$1K ﹤0.01%
36
389
$1K ﹤0.01%
29
390
$1K ﹤0.01%
42
391
$1K ﹤0.01%
+9
392
$1K ﹤0.01%
22
393
$1K ﹤0.01%
16
394
$1K ﹤0.01%
36
395
$1K ﹤0.01%
10
396
$1K ﹤0.01%
46
397
$1K ﹤0.01%
22
398
$1K ﹤0.01%
43
399
$1K ﹤0.01%
39
400
$1K ﹤0.01%
+20
14 15
16
17 18