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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
$131M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.74M
3
+$3.41M
4
MCD icon
McDonald's
MCD
+$2.43M
5
MSFT icon
Microsoft
MSFT
+$2.33M

Top Sells

1
+$242K
2
+$181K
3
+$154K
4
SEG
Seaport Entertainment Group
SEG
+$123K
5
LEGR icon
First Trust Indxx Innovative Transaction & Process ETF
LEGR
+$118K

Sector Composition

1 Energy 29.6%
2 Technology 19.29%
3 Financials 6.07%
4 Consumer Discretionary 5.15%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-100
477
– –
-459
478
$0 ﹤0.01%
10
479
– –
-48
480
– –
-135
481
– –
-545
482
– –
-25
483
– –
-40
484
– –
-206
485
– –
-212
486
$0 ﹤0.01%
33
-391
487
$0 ﹤0.01%
+25
488
$0 ﹤0.01%
500
489
$0 ﹤0.01%
2
490
– –
-88
16 17 18 19
20