We are live on ! Find out more
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
426
$4.98K ﹤0.01%
+205
427
$4.97K ﹤0.01%
800
428
$4.92K ﹤0.01%
100
429
$4.92K ﹤0.01%
103
430
$4.9K ﹤0.01%
35
-25
431
$4.9K ﹤0.01%
115
432
$4.77K ﹤0.01%
35
433
$4.74K ﹤0.01%
300
434
$4.64K ﹤0.01%
1,925
435
$4.6K ﹤0.01%
372
436
$4.53K ﹤0.01%
200
437
$4.45K ﹤0.01%
+255
438
$4.41K ﹤0.01%
95
439
$4.36K ﹤0.01%
87
440
$4.33K ﹤0.01%
225
441
$4.32K ﹤0.01%
100
442
$4.22K ﹤0.01%
+52
443
$4.2K ﹤0.01%
30
444
$4.18K ﹤0.01%
141
445
$4.16K ﹤0.01%
344
446
$4.13K ﹤0.01%
20
-20
447
$4.12K ﹤0.01%
+257
448
$4K ﹤0.01%
40
449
$3.66K ﹤0.01%
144
450
$3.62K ﹤0.01%
44
16 17
18
19 20