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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
$81.8M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$421K
3
+$114K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$72.9K
5
KRP icon
Kimbell Royalty Partners
KRP
+$71.8K

Top Sells

1
+$684K
2
+$529K
3
+$102K
4
MSFT icon
Microsoft
MSFT
+$98K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$65.9K

Sector Composition

1 Energy 41.04%
2 Technology 9.19%
3 Healthcare 6.54%
4 Financials 6.12%
5 Communication Services 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K 0.03%
615
+500
202
$26K 0.03%
444
203
$26K 0.03%
86
204
$26K 0.03%
828
205
$25K 0.03%
941
206
$25K 0.03%
207
207
$25K 0.03%
290
208
$25K 0.03%
249
209
$25K 0.03%
353
210
$24K 0.03%
1,550
211
$24K 0.03%
210
-180
212
$24K 0.03%
121
213
$24K 0.03%
1,000
214
$24K 0.03%
111
215
$24K 0.03%
2,378
-1
216
$24K 0.03%
320
217
$23K 0.03%
139
218
$23K 0.03%
135
219
$22K 0.03%
+419
220
$22K 0.03%
690
221
$22K 0.03%
613
222
$22K 0.03%
585
223
$22K 0.03%
112
224
$22K 0.03%
150
225
$22K 0.03%
273
-25
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9
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