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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
126
$141K 0.1%
+978
127
$137K 0.1%
1,418
-29
128
$135K 0.1%
177
+9
129
$133K 0.09%
5,850
130
$131K 0.09%
+3,500
131
$127K 0.09%
782
+282
132
$126K 0.09%
883
133
$123K 0.09%
670
+115
134
$123K 0.09%
435
135
$118K 0.08%
2,800
136
$117K 0.08%
2,183
+87
137
$117K 0.08%
103
138
$115K 0.08%
278
139
$115K 0.08%
820
140
$115K 0.08%
1,274
141
$113K 0.08%
762
-199
142
$113K 0.08%
698
+73
143
$110K 0.08%
585
+162
144
$108K 0.08%
143
-18
145
$108K 0.08%
912
146
$105K 0.07%
58,108,301
+1,207,240
147
$104K 0.07%
537
-48
148
$101K 0.07%
600
-85
149
$99.5K 0.07%
830
-230
150
$98.2K 0.07%
9,750
4 5
6
7 8