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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
351
$6K 0.01%
344
352
$6K 0.01%
+270
353
$6K 0.01%
228
354
$6K 0.01%
+125
355
$6K 0.01%
78
356
$6K 0.01%
43
357
$6K 0.01%
56
358
$5K 0.01%
+35
359
$5K 0.01%
155
360
$5K 0.01%
42
361
$5K 0.01%
+35
362
$5K 0.01%
69
363
$5K 0.01%
+69
364
$5K 0.01%
+120
365
$5K 0.01%
120
366
$5K 0.01%
132
+1
367
$5K 0.01%
+115
368
$4K ﹤0.01%
32
369
$4K ﹤0.01%
50
370
$4K ﹤0.01%
11
371
$4K ﹤0.01%
+115
372
$4K ﹤0.01%
88
+38
373
$4K ﹤0.01%
260
374
$4K ﹤0.01%
150
375
$4K ﹤0.01%
+225
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