POIA
Pin Oak Investment Advisors Portfolio holdings
AUM
$118M
1-Year Return
4.77%
This Quarter Return
+3.73%
1 Year Return
+4.77%
3 Year Return
+43.54%
5 Year Return
+114.51%
10 Year Return
–
AUM
$98.7M
AUM Growth
+$9.88M
(+11%)
Cap. Flow
+$7.47M
Cap. Flow
% of AUM
7.57%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
487
New
16
Increased
47
Reduced
49
Closed
25
Top Buys
| 1 |
TXO Partners LP
TXO
|
+$4.35M |
| 2 |
Howard Hughes
HHH
|
+$2.91M |
| 3 |
Exxon Mobil
XOM
|
+$577K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$218K |
| 5 |
SPDR Gold Trust
GLD
|
+$103K |
Top Sells
| 1 |
Northern Oil and Gas
NOG
|
+$260K |
| 2 |
America Movil
AMX
|
+$188K |
| 3 |
Pfizer
PFE
|
+$121K |
| 4 |
Kraft Heinz
KHC
|
+$112K |
| 5 |
Palantir
PLTR
|
+$108K |
Sector Composition
| 1 | Energy | 39.28% |
| 2 | Technology | 11.85% |
| 3 | Financials | 6.65% |
| 4 | Healthcare | 5.3% |
| 5 | Communication Services | 4.44% |
