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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
426
$3K ﹤0.01%
25
427
$2K ﹤0.01%
44
-236
428
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100
429
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44
430
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100
431
$2K ﹤0.01%
76
432
$2K ﹤0.01%
11
433
$2K ﹤0.01%
12
-258
434
$2K ﹤0.01%
25
435
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58
436
$2K ﹤0.01%
22
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$2K ﹤0.01%
33
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40
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440
$2K ﹤0.01%
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441
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100
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$1K ﹤0.01%
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$1K ﹤0.01%
100
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125
+1
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$1K ﹤0.01%
40
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$1K ﹤0.01%
27
448
$1K ﹤0.01%
15
449
$1K ﹤0.01%
25
450
$1K ﹤0.01%
100
16 17
18
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