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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
401
$6.65K ﹤0.01%
38
402
$6.56K ﹤0.01%
304
-8
403
$6.47K ﹤0.01%
78
404
$6.46K ﹤0.01%
120
405
$6.3K ﹤0.01%
460
406
$6.3K ﹤0.01%
24
407
$6.23K ﹤0.01%
+47
408
$6.17K ﹤0.01%
40
409
$6.17K ﹤0.01%
50
410
$6.09K ﹤0.01%
304
411
$5.94K ﹤0.01%
+100
412
$5.93K ﹤0.01%
70
413
$5.93K ﹤0.01%
+49
414
$5.91K ﹤0.01%
83
415
$5.76K ﹤0.01%
46
-7
416
$5.75K ﹤0.01%
75
-79
417
$5.66K ﹤0.01%
20
+1
418
$5.51K ﹤0.01%
270
419
$5.49K ﹤0.01%
1,700
420
$5.45K ﹤0.01%
42
421
$5.35K ﹤0.01%
71
422
$5.33K ﹤0.01%
450
423
$5.21K ﹤0.01%
+107
424
$5.04K ﹤0.01%
+109
425
$5K ﹤0.01%
50
15 16
17
18 19