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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
$81.1M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$956K
3
+$838K
4
BAC icon
Bank of America
BAC
+$595K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$171K

Top Sells

1
+$2.57M
2
+$1.67M
3
+$1.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$851K
5
OPTU
Optimum Communications Inc
OPTU
+$366K

Sector Composition

1 Energy 44.33%
2 Technology 8.64%
3 Financials 6.9%
4 Healthcare 6.26%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
100
402
$1K ﹤0.01%
+100
403
$1K ﹤0.01%
18
404
$1K ﹤0.01%
100
405
$1K ﹤0.01%
113
406
$1K ﹤0.01%
32
407
$1K ﹤0.01%
16
408
$1K ﹤0.01%
40
409
$1K ﹤0.01%
30
-60
410
$1K ﹤0.01%
25
411
$1K ﹤0.01%
100
412
$1K ﹤0.01%
47
413
$1K ﹤0.01%
9
414
$1K ﹤0.01%
16
415
$1K ﹤0.01%
36
416
$1K ﹤0.01%
125
417
$1K ﹤0.01%
+1,250
418
$1K ﹤0.01%
+10,000
419
– –
-188
420
– –
-124
421
– –
-51
422
– –
-23
423
– –
-100
424
– –
-115
425
$0 ﹤0.01%
+8
14 15 16
17
18