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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
26
$1.45M 1.03%
7,051
+2,359
27
$1.36M 0.97%
7,354
-565
28
$1.33M 0.95%
4,763
+4,496
29
$1.25M 0.89%
24,296
-575
30
$1.16M 0.83%
6,335
-62
31
$1.12M 0.8%
25,971
+3,390
32
$1.05M 0.75%
6,169
+6,001
33
$1.02M 0.73%
4,634
-469
34
$1.02M 0.73%
6,032
35
$955K 0.68%
3,028
+214
36
$951K 0.68%
11,350
+2,521
37
$922K 0.66%
1,533
+49
38
$921K 0.66%
12,874
+616
39
$904K 0.65%
26,950
-4,653
40
$902K 0.64%
232,628
+300
41
$754K 0.54%
1
42
$683K 0.49%
2,950
+146
43
$651K 0.46%
27,977
-4,675
44
$637K 0.45%
+15,024
45
$619K 0.44%
2,521
-84
46
$619K 0.44%
61,008
+5,201
47
$612K 0.44%
24,007
-2,365
48
$608K 0.43%
24,705
49
$606K 0.43%
2,412
-45
50
$592K 0.42%
160,370
+57,050
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