POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 4.77%
This Quarter Est. Return
1 Year Est. Return
+4.77%
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 +$4.35M
2 +$2.91M
3 +$577K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$218K
5
GLD icon
SPDR Gold Trust
GLD
+$103K

Top Sells

1 +$260K
2 +$188K
3 +$121K
4
KHC icon
Kraft Heinz
KHC
+$112K
5
PLTR icon
Palantir
PLTR
+$108K

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
476
-1,000
477
-12
478
-1
479
-48
480
$0 ﹤0.01%
3
481
-21
482
$0 ﹤0.01%
128
483
-125
484
-154
485
$0 ﹤0.01%
1,250
486
$0 ﹤0.01%
10,000
487
-128