We are live on ! Find out more
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
76
$337K 0.24%
4,636
77
$307K 0.22%
10,866
+267
78
$303K 0.22%
3,571
-1,600
79
$300K 0.21%
601
+380
80
$297K 0.21%
483
81
$293K 0.21%
165,900
+86,000
82
$283K 0.2%
830
83
$278K 0.2%
1,972
84
$276K 0.2%
2,750
85
$270K 0.19%
1,584
+1
86
$268K 0.19%
661
87
$265K 0.19%
2,810
-16
88
$264K 0.19%
2,310
89
$263K 0.19%
799
90
$261K 0.19%
1,205
91
$257K 0.18%
579
+505
92
$257K 0.18%
20,770
+595
93
$243K 0.17%
5,324
94
$228K 0.16%
668
-69
95
$228K 0.16%
10,850
96
$223K 0.16%
8,457
97
$215K 0.15%
6,145
-4,823
98
$214K 0.15%
352
99
$211K 0.15%
1,372
+301
100
$206K 0.15%
450
2 3
4
5 6