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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
$93.6M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.2M
3
+$1.98M
4
SHEL icon
Shell
SHEL
+$826K
5
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$680K

Top Sells

1
+$4.66M
2
+$3.96M
3
+$3.45M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.32M
5
AR icon
Antero Resources
AR
+$1.99M

Sector Composition

1 Energy 39.02%
2 Technology 10.27%
3 Healthcare 9.89%
4 Financials 7.38%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
69
377
$4K ﹤0.01%
300
+200
378
$4K ﹤0.01%
+180
379
$4K ﹤0.01%
81
380
$4K ﹤0.01%
40
381
$4K ﹤0.01%
134
+2
382
$3K ﹤0.01%
94
383
$3K ﹤0.01%
41
384
$3K ﹤0.01%
+40
385
$3K ﹤0.01%
11
386
$3K ﹤0.01%
88
387
$3K ﹤0.01%
120
+2
388
$3K ﹤0.01%
22
389
$3K ﹤0.01%
91
+50
390
$3K ﹤0.01%
90
-147
391
$3K ﹤0.01%
223
392
$3K ﹤0.01%
30
393
$3K ﹤0.01%
41
394
$3K ﹤0.01%
154
395
$2K ﹤0.01%
100
-82
396
$2K ﹤0.01%
50
397
$2K ﹤0.01%
128
398
$2K ﹤0.01%
23
399
$2K ﹤0.01%
152
-73
400
$2K ﹤0.01%
47
14 15
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