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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
476
$1.5K ﹤0.01%
52
477
$1.49K ﹤0.01%
150
+100
478
$1.42K ﹤0.01%
10
479
$1.31K ﹤0.01%
+50
480
$1.31K ﹤0.01%
47
481
$1.28K ﹤0.01%
50
482
$1.27K ﹤0.01%
125
483
$969 ﹤0.01%
11
484
$857 ﹤0.01%
41
-850
485
$821 ﹤0.01%
50
486
$811 ﹤0.01%
27
487
$674 ﹤0.01%
16
488
$638 ﹤0.01%
25
489
$600 ﹤0.01%
30,000
490
$599 ﹤0.01%
23
-222
491
$550 ﹤0.01%
51
492
$436 ﹤0.01%
16
493
$383 ﹤0.01%
50
494
$322 ﹤0.01%
10
495
$170 ﹤0.01%
19
496
$137 ﹤0.01%
+5
497
$30 ﹤0.01%
3
-236
498
– –
-114
499
– –
-74
500
– –
-44
17 18 19
20
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