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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
401
$4K ﹤0.01%
300
402
$4K ﹤0.01%
1,280
403
$4K ﹤0.01%
300
404
$4K ﹤0.01%
28
405
$4K ﹤0.01%
+46
406
$4K ﹤0.01%
48
407
$4K ﹤0.01%
120
408
$4K ﹤0.01%
120
409
$4K ﹤0.01%
40
410
$4K ﹤0.01%
125
411
$4K ﹤0.01%
115
412
$3K ﹤0.01%
32
413
$3K ﹤0.01%
70
414
$3K ﹤0.01%
44
415
$3K ﹤0.01%
46
416
$3K ﹤0.01%
42
417
$3K ﹤0.01%
142
418
$3K ﹤0.01%
172
419
$3K ﹤0.01%
95
420
$3K ﹤0.01%
+250
421
$3K ﹤0.01%
29
422
$3K ﹤0.01%
30
423
$3K ﹤0.01%
25
424
$3K ﹤0.01%
94
425
$3K ﹤0.01%
41
15 16
17
18 19