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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
$98.8M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.31M
3
+$2.35M
4
NOG icon
Northern Oil and Gas
NOG
+$2.29M
5
HAL icon
Halliburton
HAL
+$628K

Top Sells

1
+$2.52M
2
+$1.93M
3
+$1.28M
4
WLL
Whiting Petroleum Corporation
WLL
+$846K
5
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$728K

Sector Composition

1 Energy 37.34%
2 Financials 11.6%
3 Communication Services 10.55%
4 Technology 10.47%
5 Healthcare 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.02%
301
252
$22K 0.02%
500
253
$22K 0.02%
266
254
$22K 0.02%
828
+225
255
$21K 0.02%
1,080
256
$21K 0.02%
1,475
257
$20K 0.02%
+16
258
$20K 0.02%
230
-172
259
$20K 0.02%
1,000
260
$19K 0.02%
282
261
$19K 0.02%
248
262
$19K 0.02%
200
263
$19K 0.02%
180
264
$19K 0.02%
479
265
$19K 0.02%
686
266
$19K 0.02%
+613
267
$18K 0.02%
1,218
-4,826
268
$18K 0.02%
101
269
$18K 0.02%
150
270
$18K 0.02%
90
271
$17K 0.02%
+690
272
$17K 0.02%
869
273
$17K 0.02%
+200
274
$17K 0.02%
+152
275
$16K 0.02%
289
9 10
11
12 13