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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
1
$8.34M 5.95%
618,128
+5,213
2
$7.3M 5.21%
28,651
-155
3
$5.38M 3.84%
382,702
+107,724
4
$5.1M 3.64%
62,062
+4,035
5
$4.39M 3.13%
255,682
+14,788
6
$4.36M 3.11%
139,411
-9,287
7
$4.11M 2.94%
36,497
-3,321
8
$4.08M 2.92%
22,391
+1,601
9
$3.61M 2.58%
14,840
+589
10
$3.34M 2.39%
132,321
+21,830
11
$3.12M 2.23%
236,702
+19,203
12
$3.11M 2.22%
15,701
+14,566
13
$2.87M 2.05%
325,613
+287,418
14
$2.78M 1.99%
4,163
+67
15
$2.62M 1.87%
5,203
+434
16
$2.56M 1.83%
22,869
-300
17
$2.24M 1.6%
6,292
-377
18
$2.13M 1.52%
4,113
+109
19
$1.93M 1.37%
12,397
-100
20
$1.78M 1.27%
15,212
+16
21
$1.7M 1.22%
2,137
+1,404
22
$1.69M 1.2%
9,043
+1,956
23
$1.67M 1.19%
16,231
-306
24
$1.66M 1.19%
6,832
-461
25
$1.53M 1.09%
83,615
+1,875
1
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