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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
101
$204K 0.15%
1,003
102
$198K 0.14%
2,961
-71
103
$198K 0.14%
5,736
-531
104
$197K 0.14%
+31,000
105
$197K 0.14%
657
106
$197K 0.14%
1,400
+281
107
$196K 0.14%
593
+443
108
$191K 0.14%
311
109
$191K 0.14%
1,175
110
$189K 0.13%
3,485
111
$186K 0.13%
564
112
$184K 0.13%
323
-28
113
$183K 0.13%
1,650
114
$170K 0.12%
21,928
115
$169K 0.12%
3,878
116
$167K 0.12%
3,026
117
$164K 0.12%
+11,500
118
$164K 0.12%
1,125
119
$163K 0.12%
445
120
$161K 0.12%
466
121
$160K 0.11%
675
122
$158K 0.11%
332
123
$148K 0.11%
1,854
124
$148K 0.11%
3,312
+164
125
$145K 0.1%
2,167
-99
3 4
5
6 7