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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
$98.7M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.5M
3
+$607K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$203K
5
GLD icon
SPDR Gold Trust
GLD
+$99K

Top Sells

1
+$262K
2
+$188K
3
+$127K
4
PLTR icon
Palantir
PLTR
+$112K
5
KHC icon
Kraft Heinz
KHC
+$103K

Sector Composition

1 Energy 39.28%
2 Technology 11.85%
3 Financials 6.65%
4 Healthcare 5.3%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
70
402
$4K ﹤0.01%
19
403
$4K ﹤0.01%
39
404
$4K ﹤0.01%
46
405
$4K ﹤0.01%
+300
406
$4K ﹤0.01%
35
407
$4K ﹤0.01%
7
408
$4K ﹤0.01%
1,280
409
$4K ﹤0.01%
30
410
$4K ﹤0.01%
500
411
$4K ﹤0.01%
120
412
$4K ﹤0.01%
94
413
$4K ﹤0.01%
125
414
$3K ﹤0.01%
35
415
$3K ﹤0.01%
42
416
$3K ﹤0.01%
142
417
$3K ﹤0.01%
50
418
$3K ﹤0.01%
172
419
$3K ﹤0.01%
95
420
$3K ﹤0.01%
70
421
$3K ﹤0.01%
+140
422
$3K ﹤0.01%
40
423
$3K ﹤0.01%
36
-10
424
$3K ﹤0.01%
41
425
$3K ﹤0.01%
30,000
15 16
17
18 19