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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
$88.8M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$901K
3
+$830K
4
GT icon
Goodyear
GT
+$526K
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$337K

Top Sells

1
+$2.7M
2
+$2.56M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$912K
5
LOW icon
Lowe's Companies
LOW
+$198K

Sector Composition

1 Energy 45.96%
2 Technology 11.54%
3 Financials 6.78%
4 Healthcare 5.84%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K 0.01%
450
377
$5K 0.01%
103
378
$5K 0.01%
83
379
$5K 0.01%
120
-16
380
$5K 0.01%
100
381
$5K 0.01%
69
382
$5K 0.01%
1,782
383
$5K 0.01%
64
384
$5K 0.01%
+200
385
$5K 0.01%
160
386
$5K 0.01%
81
-33
387
$5K 0.01%
30,000
388
$5K 0.01%
34
389
$5K 0.01%
56
390
$4K ﹤0.01%
16
-209
391
$4K ﹤0.01%
87
-88
392
$4K ﹤0.01%
19
393
$4K ﹤0.01%
39
394
$4K ﹤0.01%
35
395
$4K ﹤0.01%
+42
396
$4K ﹤0.01%
81
397
$4K ﹤0.01%
35
398
$4K ﹤0.01%
165
+2
399
$4K ﹤0.01%
80
400
$4K ﹤0.01%
7
14 15
16
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