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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
$140M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.76M
3
+$1.56M
4
TSM icon
TSMC
TSM
+$1.1M
5
GS icon
Goldman Sachs
GS
+$1.04M

Top Sells

1
+$969K
2
+$852K
3
+$369K
4
VZ icon
Verizon
VZ
+$301K
5
EPD icon
Enterprise Products Partners
EPD
+$293K

Sector Composition

1 Energy 25.86%
2 Technology 16.94%
3 Financials 8.99%
4 Communication Services 5.88%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.18K 0.01%
265
377
$9.05K 0.01%
200
378
$8.86K 0.01%
+62
379
$8.75K 0.01%
+646
380
$8.71K 0.01%
150
381
$8.53K 0.01%
113
382
$8.39K 0.01%
89
383
$8.29K 0.01%
234
384
$8.25K 0.01%
+64
385
$8.14K 0.01%
34
386
$8.07K 0.01%
160
387
$8K 0.01%
50
388
$7.94K 0.01%
+55
389
$7.81K 0.01%
+289
390
$7.78K 0.01%
450
+250
391
$7.55K 0.01%
+35
392
$7.33K 0.01%
+16
393
$7.23K 0.01%
28
394
$7.06K 0.01%
35
395
$6.9K ﹤0.01%
72
396
$6.9K ﹤0.01%
484
397
$6.84K ﹤0.01%
49
398
$6.84K ﹤0.01%
350
+264
399
$6.72K ﹤0.01%
65
400
$6.71K ﹤0.01%
56
14 15
16
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