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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
$90.2M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.04M
3
+$779K
4
TDOC icon
Teladoc Health
TDOC
+$552K
5
BA icon
Boeing
BA
+$399K

Top Sells

1
+$1.17M
2
+$704K
3
+$302K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$263K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$117K

Sector Composition

1 Energy 42.3%
2 Technology 12.85%
3 Financials 7.09%
4 Healthcare 5.88%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+25
402
$3K ﹤0.01%
+29
403
$3K ﹤0.01%
30
404
$3K ﹤0.01%
+40
405
$3K ﹤0.01%
94
406
$3K ﹤0.01%
41
407
$3K ﹤0.01%
+44
408
$3K ﹤0.01%
35
409
$3K ﹤0.01%
+142
410
$3K ﹤0.01%
300
411
$3K ﹤0.01%
+18
412
$3K ﹤0.01%
172
413
$3K ﹤0.01%
95
414
$3K ﹤0.01%
7
415
$3K ﹤0.01%
1,280
416
$3K ﹤0.01%
500
417
$3K ﹤0.01%
115
418
$2K ﹤0.01%
+9
419
$2K ﹤0.01%
76
420
$2K ﹤0.01%
11
421
$2K ﹤0.01%
+25
422
$2K ﹤0.01%
+25
423
$2K ﹤0.01%
58
424
$2K ﹤0.01%
22
425
$2K ﹤0.01%
70
15 16
17
18 19