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
151
$96.5K 0.07%
+5,700
152
$95.6K 0.07%
271
-49
153
$94.4K 0.07%
567
-137
154
$93.6K 0.07%
2,022
-382
155
$92.9K 0.07%
1,098
+243
156
$92.6K 0.07%
100
157
$91.4K 0.07%
3,958
158
$90K 0.06%
2,047
-6,957
159
$87.8K 0.06%
1,527
-750
160
$87.7K 0.06%
1,329
-571
161
$87K 0.06%
3,162
162
$87K 0.06%
252
-90
163
$85K 0.06%
704
-60
164
$84.8K 0.06%
4,407
+3,225
165
$84.4K 0.06%
577
166
$84.3K 0.06%
309
167
$82.7K 0.06%
293
-20
168
$80.4K 0.06%
326
169
$77.5K 0.06%
1,651
170
$77.5K 0.06%
+157
171
$76.8K 0.05%
2,922
172
$76.2K 0.05%
345
+1
173
$76.2K 0.05%
1,692
174
$75K 0.05%
240
175
$73.4K 0.05%
198
-112
5 6
7
8 9