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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
426
– –
0
427
$0 ﹤0.01%
16
428
– –
-8,850
429
$0 ﹤0.01%
123
430
– –
-75
431
$0 ﹤0.01%
20
432
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-69
433
– –
-6
434
$0 ﹤0.01%
10
435
$0 ﹤0.01%
200
436
– –
-21
437
$0 ﹤0.01%
1
438
$0 ﹤0.01%
128
439
– –
-56,987
440
– –
-931
441
– –
-162,659
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