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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
176
$73.2K 0.05%
747
+688
177
$73.2K 0.05%
2,534
-586
178
$70K 0.05%
351
179
$69.8K 0.05%
123
-7
180
$69.7K 0.05%
869
181
$69K 0.05%
227
182
$67.7K 0.05%
+1,368
183
$66.2K 0.05%
1,689
-109
184
$65.4K 0.05%
125
185
$63.9K 0.05%
412
-100
186
$63.2K 0.05%
2,513
187
$62.3K 0.04%
+1,200
188
$62.3K 0.04%
668
189
$62.1K 0.04%
3,894
+2,073
190
$61.2K 0.04%
450
191
$60.5K 0.04%
+320
192
$60.1K 0.04%
+94
193
$59.2K 0.04%
462
+93
194
$58.1K 0.04%
636
+560
195
$57.8K 0.04%
162
196
$57.1K 0.04%
508
197
$57K 0.04%
610
198
$54.8K 0.04%
87
-14
199
$54.8K 0.04%
289
200
$53.7K 0.04%
615
6 7
8
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