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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
201
$53K 0.04%
739
+508
202
$52.8K 0.04%
809
-13,250
203
$51.6K 0.04%
417
-39
204
$51.6K 0.04%
+863
205
$50.8K 0.04%
893
206
$50.1K 0.04%
299
207
$49.7K 0.04%
1,374
-15
208
$49.2K 0.04%
1,580
-16
209
$48.9K 0.03%
1,069
210
$48.2K 0.03%
506
211
$48K 0.03%
202
+35
212
$47.4K 0.03%
192
+2
213
$46.7K 0.03%
+5,148
214
$46.6K 0.03%
232
-26
215
$46.3K 0.03%
218
-178
216
$45.1K 0.03%
900
-211
217
$44.4K 0.03%
656
-126
218
$44.3K 0.03%
133
219
$44.2K 0.03%
311
220
$43.7K 0.03%
716
221
$42.2K 0.03%
440
-37
222
$42K 0.03%
+449
223
$41.4K 0.03%
+424
224
$41.1K 0.03%
600
225
$40.8K 0.03%
160
-5
7 8
9
10 11