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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
$90.6M
AUM Growth
-$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.23M
3
+$855K
4
OPTU
Optimum Communications Inc
OPTU
+$518K
5
NG icon
NovaGold Resources
NG
+$164K

Top Sells

1
+$4.35M
2
+$3.19M
3
+$543K
4
PNNT
Pennant Park Investment Corp
PNNT
+$308K
5
FSK icon
FS KKR Capital
FSK
+$302K

Sector Composition

1 Energy 32.03%
2 Communication Services 11.97%
3 Financials 11.9%
4 Technology 9.29%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41K 0.05%
+660
177
$41K 0.05%
1,860
178
$39K 0.04%
194
179
$39K 0.04%
114
180
$39K 0.04%
164
-10
181
$39K 0.04%
109
182
$39K 0.04%
500
183
$38K 0.04%
219
184
$38K 0.04%
62
185
$37K 0.04%
404
186
$37K 0.04%
984
187
$36K 0.04%
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+800
188
$36K 0.04%
311
189
$36K 0.04%
1,000
190
$36K 0.04%
448
191
$36K 0.04%
314
192
$34K 0.04%
166
-130
193
$34K 0.04%
444
194
$34K 0.04%
310
195
$33K 0.04%
400
196
$33K 0.04%
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197
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198
$33K 0.04%
668
199
$33K 0.04%
1,535
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200
$33K 0.04%
479
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