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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
51
$588K 0.42%
2,090
+81
52
$563K 0.4%
2,016
+1,019
53
$553K 0.4%
73,990
+35,790
54
$549K 0.39%
49,680
55
$530K 0.38%
43,140
+1,075
56
$520K 0.37%
7,607
-408
57
$510K 0.36%
87,926
-2,706
58
$494K 0.35%
5,093
-1,253
59
$483K 0.34%
10,168
-697
60
$481K 0.34%
5,084
61
$471K 0.34%
27,596
+13,296
62
$471K 0.34%
14,032
-987
63
$466K 0.33%
4,323
64
$435K 0.31%
593
+6
65
$426K 0.3%
2,547
66
$412K 0.29%
616
67
$406K 0.29%
14,338
+9,196
68
$388K 0.28%
1,203
+412
69
$374K 0.27%
1,735
-65
70
$367K 0.26%
315
71
$366K 0.26%
746
-42
72
$357K 0.26%
5,961
-209
73
$357K 0.25%
1,185
74
$355K 0.25%
2,651
-507
75
$354K 0.25%
1,837
1 2
3
4 5