POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.91M
3
+$577K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$218K
5
GLD icon
SPDR Gold Trust
GLD
+$103K

Top Sells

1
+$260K
2
+$188K
3
+$121K
4
KHC icon
Kraft Heinz
KHC
+$112K
5
PLTR icon
Palantir
PLTR
+$108K

Sector Composition

1 Energy 39.28%
2 Technology 11.85%
3 Financials 6.65%
4 Healthcare 5.3%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$43K 0.04%
615
177
$42K 0.04%
317
-489
178
$42K 0.04%
152
179
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508
180
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181
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182
$40K 0.04%
516
183
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184
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185
$39K 0.04%
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186
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504
187
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189
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190
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193
$37K 0.04%
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194
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271
195
$36K 0.04%
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196
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198
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199
$35K 0.04%
240
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200
$34K 0.03%
261
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