POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 4.77%
This Quarter Est. Return
1 Year Est. Return
+4.77%
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 +$3.5M
2 +$3.4M
3 +$2.17M
4
NOG icon
Northern Oil and Gas
NOG
+$2.1M
5
HAL icon
Halliburton
HAL
+$606K

Top Sells

1 +$2.52M
2 +$1.93M
3 +$1.23M
4
WLL
Whiting Petroleum Corporation
WLL
+$832K
5
PFE icon
Pfizer
PFE
+$813K

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
326
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